Our business is built upon a foundation of referrals from our friends and clients.

John and Myra have been married for over 30 years and have been together as a team for over 14 of those years.  As professionals, John and Myra Shipman are committed to helping you achieve your personal financial goals.  We help manage your expectations.  After taking whatever time is necessary to understand your personal objectives, risk tolerance levels and goals, we will assist you to plan and implement your financial future and choose the appropriate investments to help you meet those needs. We are fiercely independent in our relationships and recommendations.  Utilizing a number of mediums, we also believe in clear and frequent communication and often hold meetings with clients in our office or their homes to ensure we are still meeting those expectations and to help ensure your portfolio stays on track towards your objectives.

Many years ago, we saw the need to simplify the complex business of savings, investing and planning for your future.  Depend on us for experienced, professional investment guidance and investing expertise.

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