We are a team of independent financial advisors who apply a holistic perspective and take a personalized approach to financial planning and wealth management. By understanding your specific needs and desires, our team is able to design a plan that aligns with your personal values and financial objectives.
Our team of Certified Financial Planners™️ help our clients pursue their ideal financial futures while staying on course for the long haul.
“I love being able to sit down with someone, get to really know them, and help them to plan accordingly.”
“It’s amazing to get to work with someone over a span of twenty years and watch them pursue the financial plans we’ve helped them to implement.”
“We help our clients take a disciplined approach to their finances which results in the pursuit of their dreams and things they didn’t think were possible.”
“Each person is different and helping someone to make the choices that are best for them is what is most important.”
“Getting to know each client individually and then helping them pursue their goals and passions is an incredible privilege.”
“Every person who calls or visits us is important to me. Whether it’s someone I talk to all the time or someone I’m meeting for the first time.”
“I understand the importance of being timely and efficient when working with our clients. We want to ensure that every client feels like they are being taken care of.”
“We take pride in serving our clients and caring for our clients just like family.”
“I love connecting and assisting our customers to form lasting relationships.”
“Life changes often and not always as expected. I enjoy staying connected to our clients, so we can help them navigate any and all of life’s changes.”
FINANCIAL PLANNING INVOLVES MANY ELEMENTS AND OUR RECOMMENDATIONS SEEK TO HELP YOU SAVE WISELY, INVEST DILIGENTLY, AND LIVE CONFIDENTLY.
With inflation on the rise, the IRS increased the 2022 contribution limits for some retirement accounts. Although a 2021 Congressional report found that only about 8.5% of defined benefit plan participants and 4.7% of individual retirement account (IRA) holders max out their contributions each year, increasing the amount you put
When you hear the term identity theft, the first thought that comes to mind may involve a data breach or opening a credit card in someone else’s name. But another common type of identity theft involves the use of someone’s Social Security number to unlawfully intercept their income tax refund.
Regardless of whether you prepare your taxes yourself or use a professional’s services, it’s a good idea to gather the information and documentation you need well in advance of your actual tax filing date. Below, we’ve listed some key information you need when preparing this year’s taxes. Your Personal Information
