Rest Easy. We're Putting Your Needs First.
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.
In Need Of A Well-Thought Out Plan?
Let's Make A Roadmap For Certainty.The worries that keep you up at night are the reason we started our firm. Are you wondering what your max Roth IRA contribution is, about which qualified retirement plan is best suited for your needs, if you’re taxed on investment income, which tax benefits you may be missing, if your high risk investment will pan out, or if you’ll ever be able to retire?
Our relationships with our clients are akin to a doctor, rather than a broker. We focus on proactive, integrated wealth management and principles for responsible investment. Our clients have peace of mind knowing there is a roadmap to their goals.
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.
If You're Tired Of Conflicts Of Interest
If You're Ready For Transparency...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.
Investing In Community
Throughout our 35 years in business, we’ve had the pleasure of working in the charitable arena with many great non-profit organizations. We are proud to support our communities! See below for upcoming and past events.
Contact Us
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
Contact Us
Fill out the form to get started with a plan and an advisor that you can trust.
Fax: 806-747-8569
Office hours:
Monday through Friday: 9:00 am - 5:00 pm
Contact Us
Fill out the form to get started with a plan and an advisor that you can trust.
