What We Believe In
Big Picture Planning
Saving you Time and Energy
What to Expect
We specialize in: Real Life Advice,
Reaching Your Goals, Cash Flow Planning
We help clients achieve financial independence. Our goal is to get you to a “work-optional” place in life. We get you there with simple and transparent ongoing planning.
Anyone can set up a financial plan. Evaluating real-time changes and decisions along the way is where you’ll truly find the value in working with us.
Most clients view us as their Personal CFO. If you’re looking to offload the work, research, time and effort it takes to truly hold yourself accountable to be the best financial version of yourself, you’re in the right place.
· Tom Starkey, CFP®, Managing Partner
Who We Serve
Individuals, Families, and Businesses.
CERTIFIED FINANCIAL PROFESSIONALS™
Widely known as the industry standard
This means your interests come first.
Assets Under Management
$200M+ in Individual Accounts, $75M+ in Retirement Plans.
Steps 1-3 are typically accomplished in 30-60 days. Step 4 lasts a lifetime.
Welcome to our research center! We have created a library of information on important financial topics that we believe you'll find helpful.
Educate yourself on a variety of financial topics.
A host of financial tools to assist you.
These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts.
Timely newsletters to help you stay current.
Financial terms from A to Z.
These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts.