About Us

Paul W. Cochran

You are bombarded with expensive advertisements about what to do with your money. The question is, whose interests are they pursuing? Did you know that 80% of the popular and highly advertised mutual funds underperform the stock market index? *

How do you discern effective alternatives?

Whether it's retirement planning, estate planning, tax planning, or income planning, who wouldn't want dependable, knowledgeable financial advice, based on your objectives, to accomplish your financial goals?

We believe that you want to prosper and avoid financial mistakes. We specialize in helping you do both. Because we are fiduciaries, we are legally bound to do what is in your best interest. Whether you are risk averse or you feel comfortable in the stock market, we tailor your plan so you have the best possible opportunity to meet your objectives.

Because you treasure your independence, we treasure ours. That's why we've adopted and diligently maintained a fee based service that is independent of any company or firm mandating or limiting what products we provide for you.

We look forward to serving you!

* Bill Baxter, Senior Producer of Investing The Motley Fool