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Grappling with the Coronavirus Our Mission

An Important Message 

As we make personal decisions centered on the changing landscape of children at home from school, protecting our families as best as we can, and supporting the community actions that have been taken, we have decided to activate our contingency plans to allow our team members to work remotely.

One of our team members will be in the office each day on a coordinated basis to make sure that we can send and receive material without interruption.  We are completely connected through our phone system and secure server and can meet by phone, Facetime or Webex.  We continue to monitor the voicemail and telephone extensions are listed below. 

We are also continuing to monitor the investments and the evolving circumstances.  If you would like to schedule a remote meeting time, please let us know.  Following are a list of extensions that can be used while we are working remotely. 


Alison Fleming x201          Peter Fink x211          Britt Stephens x200          Caresse Vera x202         Miles Fleming x203          Terri Josselyn x205


Thank you for your understanding and support.  We hope that you and your family remain safe and healthy and ask you to remember our mantra, “Be a Long-Term Thinker, Not a Short-Term Worrier”.  Between us, we have nearly 100 years of collective experience and invite you to connect with us anytime you have questions or need support.

Our Core Values

Commitment • Objectivity
Action • Flexibility
Our core values define us.

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Who We Serve

We believe that financial planning is important in every stage of life.

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How We Work

Each client's situation is unique; therefore we believe each relationship should also be unique.

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Our Professionals

Our team approach offers a range of services to provide more benefits to our clients.

Meet Our Professionals

Our Resources

Our resource center offers a spectrum of timely and informative articles that were written with you in mind. 

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"Be a long-term thinker,
not a short-term worrier.

Elizabeth M. Ruch

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