“Coming together is a beginning, staying together is progress and working together is success.”
- Henry Ford
Your Advisory Team
Why we love our work.
“We work extensively with individual investors, families, and business owners to address not only today’s challenges but tomorrow’s unknowns. As a business owner, I enjoy working with fellow business owners and their professional partners to establish comprehensive estate planning strategies which will greatly increase the potential to maintain the family business for future generations.”
— Robert J. Gaskin, CIMA®
“I enjoy witnessing the impact that a consistent saving strategy, dollar cost averaging and compounded interest can have over time. It is fulfilling to watch young savers become multi-millionaires across their investment and employer sponsored plans. By starting early, families are able to give themselves the gift of financial freedom and options later in life.”
— Paul A. Gaskin
“I enjoy working with women and young entrepreneurs to show them that what they are building is possible. Using planning software, we can generate debt payoff schedules, projected cash flow and net worth summaries to make a compelling case for a retirement plan or a business proposal. It’s exciting to put numbers to a dream to help make a plan feel real and to bring goals to life.”