As professional fiduciaries, we put our clients' interests first — it's how we'd want to be treated.
But how do you know if you can afford to retire or pay for your kids' college tuition? How do you plan to provide for a special-needs child or an ailing parent? Do you have enough insurance? Are your estate plan services adequate? Can you afford to gift anything?These questions are complex but that's where we come in. Our goal is for you to enjoy your life without the worry, stress, and fear associated with what tomorrow may bring.
The worries that keep you up at night are the reason we started our firm. Are you wondering if what your max Roth IRA contribution is, about what qualified retirement plan types, if you're taxed on investment income, what 529 plan tax benefits you may be missing, if your high risk investment will pan out, or if you'll even be able to retire? Our relationships with our clients are akin to a doctor, rather than a broker. We focus on preventative integrated wealth management and principles for responsible investment. Our clients have peace of mind knowing with a roadmap to their goals.
How do you know how you should invest, if you don't know what you're planning for?
Our recommended investment strategies are based on your financial planning goals. We're not trying to sell you another product you don't need. We're here to plan for life's surprises, big and small.
Our team prides itself on our rigorously disciplined process and our high fiduciary standard. With academic expertise and 35-plus years of experience, our financial planning services go beyond investments. We want to help you get where you want to go. Whether it's college planning, insurance, business, or estate planning services, we can act as a financial quarterback and sounding board for all financial decisions.
Because you can sleep better with the peace of mind that comes from confidence you're ready for the future.
You're ready for life.
Senior Financial Advisor
Senior Financial Advisor
Senior Financial Advisor
Senior Financial Advisor
Wealth Manager & Principal
Wealth Manager & Principal
Wealth Manager & Principal
Wealth Manager & Principal
Chief Investment Officer / Wealth Manager & Principal
Managing Partner / Wealth Manager & Principal
Wealth Manager & Principal
Senior Financial Advisor
Senior Financial Advisor
Wealth Manager & Principal
Chief Financial Officer / Chief Compliance Officer & Principal
Office Administrator
Chief Marketing Officer & Principal
Director of Portfolio Management
Operations Associate/ Marketing Coordinator
Director of Business Operations & Principal
Portfolio Management Associate
Client Services Associate
Client Services Associate
Client Services Associate
Client Services Associate
Senior Financial Advisor & Principal
Wealth Manager & Principal
Senior Vice President & Principal
Financial Analyst
Certifications:
E: [email protected]Founder
Certifications:
E: [email protected]Founder
Certifications: CFP®, JD, CMFC
E: [email protected]Wealth Manager & Founder
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Fill out the form to get started with a plan and an advisor that you can trust.
Fax: 305-448-1326
Office hours:
Monday through Thursday: 9:00 am - 5:00 pm
Friday: 8:30 am - 4:30 pm
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Fax: 806-747-8569
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