My Own Money is dedicated to building a trusting relationship with individuals and small businesses for the purpose of pursuing their financial goals.

We provide retirement planning, education planning, risk management and so much more. We offer our clients a multi-faceted approach to address their growing financial needs.

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you are facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions.

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

If you have any questions, or would like to meet with us, please do not hesitate to contact us. We look forward to working with you.