Now more than ever, people are realizing the importance of working with a professional financial consultant to help them build and preserve their assets. 

As an independent financial consultant, I help clients understand and, if necessary, update their investments, annuities, and insurance policies, without any undue bias toward any particular type of product or company.  The real value, however, lies in the development of an on-going financial services relationship based on personalized service and trust that can free up your time so that you can focus on the things you enjoy doing.

Please explore this site, and let me know if you have any questions or suggestions.

On January 20, we gave a seminar on socially responsible / sustainable investing and financial planning under the Obama administration.

Thank you for your interest, and I sincerely look forward to hearing from you!

--Christopher McIntyre, PhD