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What We Do


We understand that individuals face unique challenges as they navigate their finances. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is saving for retirement or college, protecting your family & assets, minimizing your taxes, - our personalized service focuses on your needs, wants, and financial goals & values.

Why We're Different:


Serving YOUR needs and goals, not those of shareholders. Your financial life deserves someone who will advocate for you, your family and your future.

Our Process

Through consultation and discovery, our process is as intentional as we are. We take the time to get to know you and your financial goals.

Our Values

Trust. Honesty. Integrity. Authenticity. We believe values matter, and we live by ours every day. Partner with a firm that shares in yours, and puts them into practice without compromise.

Why Use A Financial Advisor?

There has been a major shift in responsibility when it comes to Retirement Planning. Defined Benefit Plans (Pensions) have largely been replaced by Defined Contribution Plans (401ks). The options that used to be the norm have fundamentally changed. The burden has now been placed on individuals, not employers, to both accumulate enough savings and develop a distribution strategy. A financial advisor can be your guide by helping you develop a financial strategy that effectively uses all of the tools available to potentially improve your retirement outcomes.

Services We Offer:

Investments & Wealth Accumulation Strategies

Retirement Income Planning

Life Insurance & Annuities

Estate Planning Strategies

Employee Benefit & Retention Services

Business Continuation & Succession Strategies

Disability & Long Term Care Insurance

Tax Preparation & Tax Planning Strategies

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.   |   254.732.0837