Our mission is to provide quality guidance, build relationships of trust, and develop innovative solutions for our clients.

We are a leading financial services firm that focuses on working with business owners, entrepreneurs, and professionals. What this means is that we invest the time to educate, organize, and prepare our clients for the inevitable financial issues they face.

With our local presence, you can count on a unique experience and personal service. With our national network, you have access to sophisticated resources. Together, we can help achieve financial independence for you-and your future generations.

A Relationship Management Strategy That Works For You.

At Financial Solutions we have combined over 100 years of investment management experience throughout our market areas to bring you the highest quality services available today.

Your financial Advisor will work with you to determine your unique goals, tolerance for risk and specific preferences and then work with our team of qualified specialists in the areas of investments, trusts, tax planning, administration, wealth advisory services, insurance and estate planning to develop a strategy that will work for you.

My Team-Financial provides financial advice, investment and insurance solutions focused on guarantees, and risk management for two distinct groups : business owners and retiring or retired individuals.