Creating a Plan for Financial Freedom

Helping individuals, couples, and businesses make powerful decisions around their wealth is what we do. Setting them free to follow the life they dream of is who we are.
LEARN MORECONTACT US

Creating a Plan for Financial Freedom

Helping individuals and couples make powerful decisions around their wealth is what we do. Setting them free to follow the life they dream of is who we are.
LEARN MORECONTACT US
What is your biggest financial concern?
Will I run out of money?
How much do I need?
Life Transitions (divorce/death/changing job)
Am I taking too much risk?
Ultimate Attorney Courses

Who We Are

Our mission is to help you achieve your dreams – prudently and thoughtfully – through a long-term financial planning relationship with a trusted and knowledgeable team.

We take your future seriously, because it’s our future too.
We have the knowledge, experience, and tools to connect you with your goals through retirement planning, estate planning, investments, and asset allocation.

What We Do

For almost thirty years, we have helped people understand and use financial planning to positively affect their future. Our flexible, interactive planning process allows us to tailor our services to your specific needs, goals, and timeframe in order to connect you to your dreams.

Our Team

Our team is here to help you reach your financial goals. It has taken over thirty years for us to curate our distinctive team. We are a small team that is big on long road trips, snuggly dogs, and happy hours on a quiet Friday afternoon. We are here to serve you – and help make a lasting, positive impact on you and yours along the way.

OUR SERVICES

As partners in your future, we understand the complexity of your life which is why we value a holistic approach to your financial future and specialize in an array of services to help preserve and build your wealth.

FOR INDIVIDUALS

FOR BUSINESSES

Our Financial Planning Process:

The Dream-Decision Framework

For nearly thirty years, we have helped people understand and use financial planning to affect their future. Our flexible, interactive, planning and investment process, allows us to tailor our services to each client’s specific needs, goals, and timeframe in order to help them all connect.

#1: Dream Meeting

We take the time to learn more about you while we explain our way of doing business, responsibilities and expectations.

#2: Disclosure Meeting

We take clear notes about the dangers you perceive, as well as the opportunities and strengths you have in order to create a plan that is tailored to meet your needs.

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#3: Discovery Meeting

It’s our job to combine vigilance, patience and perspective in order to help maximize the opportunities that meet your needs.

#4: Decision Meeting

We thoroughly explain the recommendations and strategy we have designed to help you connect with your dreams.

What's Next?

Upon approval, we go to work on your behalf, communicate on your terms and strive to simplify the process. We then schedule regular annual or semi-annual meetings, which allow us to review your financial plan, answer any questions, and evaluate your progress.

Our News And Events

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