What We Believe In
Core Values
Big Picture Planning
Low-Cost Investing
Minimizing Taxes
Saving you Time and Energy
Fair Pricing
Our People
Meet the team
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 Are
Who We Serve
Individuals, Families, and Businesses.
CERTIFIED FINANCIAL PROFESSIONALS™
Widely known as the industry standard
Fiduciaries
This means your interests come first.
Assets Under Management
$200M+ in Individual Accounts, $75M+ in Retirement Plans.
Your Experience
Steps 1-3 are typically accomplished in 30-60 days. Step 4 lasts a lifetime.1. First We Talk
30-60 minute call to determine if we are a good fit for you.
2. Gather Data
Detailed meeting where we gather the info needed to start working with you. This can be in-person, over the phone, or through video.
3. Create Models
Model out your current situation, suggested improvements, investment strategies, and explore what-if scenarios.
4. Implement & Monitor
Act on investment strategies. Life changes: modify and adapt as needed.
It’s all in the details…
Pricing
We don’t have account minimums. There is a minimum financial planning fee of $2,500, which is waived once managed assets reach $250,000.
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Everything in One Place
Link and consolidate all your assets on one convenient, secure site. Including accounts we don’t manage, like your workplace 401k, bank accounts, mortgages, etc.
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Lifelong Advocates
Financial success doesn’t happen overnight. It’s an ongoing and everchanging process. We’re here to guide you through it.
Read MoreIf you’re ready to start truly building towards financial freedom, let’s talk!
Schedule an IntroResources
Welcome to our research center! We have created a library of information on important financial topics that we believe you'll find helpful.Articles
Educate yourself on a variety of financial topics.
Calculators
A host of financial tools to assist you.
Flipbooks
These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts.
Newsletters
Timely newsletters to help you stay current.
Glossary
Financial terms from A to Z.
Videos
These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts.