"Employ your time well, if you mean to gain leisure." - Ben Franklin

You deserve a strategy that adapts to your needs.

We create financial strategies tailored to your goals.

<strong>Grow Your Finances.</strong>

Grow Your Finances.

Our firm has been cultivated by decades of multifaceted financial, business and personal experience. We can help you address your needs of today and for many years to come. We look forward to working with you.

<strong>Financial Advice Shouldn't Be Complicated.</strong>

Financial Advice Shouldn't Be Complicated.

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.

Meet Our Managing Director

Al Kaufman, CFP®, MBA, CPA


(618) 488-6455


We help households and businesses realize their aspirations by providing holistic guidance and financial services within a fiduciary oriented framework.

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