Financial Enlightenment is a comprehensive fee-based (fees and/or commissions) financial services firm that specializes in helping business owners, professionals and retirees reach their financial goals. We utilize a Five Step Financial Planning process that is effective, efficient, and time tested.
Our business is built upon four core values: Integrity, Competence, Confidentiality, and Kindness. We take pride in our personal service, flexibility and close attention to detail. We will partner with you to develop and implement a financial plan that reflects your personal and professional goals.