Broker Check

Who We Are

Who We Serve

Individuals, Families, and Businesses.

 

Certified Financial Planner Professionals

Some team members hold this professional designation, which is known as the industry standard

 

Best Interest

We place client interests first.

 

CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

Your Experience

Steps 1-3 Are Typically Accomplished in 30-60 days. Step 4 last a lifetime

1. First we talk

1. First we talk

30-60 minute call to determine if we are a good fit for you.

2. Gather Data

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

3. Create Models

Model out your current situation, suggested improvements, investment strategies, and explore what-if scenarios.

4. Implement & Monitor

4. Implement & Monitor

Act on investment strategies. Life changes: modify and adapt as needed.

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