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Faithfully Growing and Protecting Wealth

 Schedule a Complimentary Conversation

Plan. Protect. Grow. 


Planning Focused

Based on your needs and values, we help you design your financial future. We work  with our clients, providing them with the tools necessary to succeed.

Protecting Principal

Blending many distinctive strategies that serve to protect your hard-earned wealth. 

Growth with Vision

We specialize in comprehensive wealth management along with retirement income and tax planning for clients seeking financial freedom and security.

Integrating Financial Planning and Wealth Management to Help Connect the Dots

Who We Are: 

A cohesive team of financial planners, investment managers, and support staff with an unwavering dedication to clients. Pairing collaborative conversations and actionable, down-to-earth solutions.



Markets Fluctuate 

We'll Help You 

Stay The Course


Your Financial Life All in Once Place




As fiduciaries, we’re able to deliver recommendations that serve your best interests. There’s a lot of technical lingo in this industry, and we want to make sure the solutions that we create are easy-to-understand so you can apply our insights throughout your day-to-day life.

Situation

Solution

You're concerned about market exposure and  need guidance on which investment strategies can protect your wealth. 
Investment Management
Accomplish your short- and long-term objectives with an investment portfolio tailored according to your risk profile and income needs.
You’re in the middle of your career, just started a family and have assets all over the place that needs some organization.

Financial Planning
Company benefits, Retirement Plans, Brokerage Accounts, Insurance, Estate Planning, and more. We’ll help you get organized and get your arms around the situation. Then, layout strategic steps to boost your family's financial security.
You’ve recently started your own business and want to make sure you’re staying ahead of any future tax liabilities.
Tax Planning
Feel confident once filing season comes around. A strategic tax planning approach will keep your numbers in order so no detail falls through the cracks.

Our knowledge and insight into the stock market and its alternatives enable us to craft an investment portfolio uniquely tailored to you. Through ongoing collaboration and monitoring, our team is able to discover new avenues for you to invest your wealth and accomplish your goals.


When you work with us, we will:


Identify Your Short- and Long-Term Objectives As these objectives change, we’ll strategically adjust our approach according to the current state of the market so you continue to generate returns.


Determine Your Optimal Risk Tolerance Through a series of questions, we’ll pinpoint the exact amount of risk needed for you to achieve your goals and remain confident in our services.


Structure a Portfolio That’s Right For You After outlining your objectives, we’ll design a strategy that aligns with your goals and cash flow needs.

Whether you’re five or twenty years away from retirement, we’ll help guide you through the steps necessary to secure enough assets for your lifestyle. After evaluating your current financial situation, we’ll identify the income sources and opportunities that are most helpful for you as you prepare for your life past employment.


Our retirement planning process involves:


IdentifyingPotential income streams and ways you can continue to contribute to your nest egg while still securing the basic necessities.ReviewingYour investment strategy and ensure you’re investing your wealth in the stocks that best align with your objectives.


Optimizing Your spending habits so you make decisions that benefit your broader financial picture.

You don’t have a choice about paying taxes, but you can avoid making the mistake of overpaying them. While it’s hard to imagine anyone intentionally paying too much in taxes, the IRS estimates that more than one billion dollars are overpaid in taxes each year. That’s no surprise when tax laws change every year—even in years when no major tax legislation is enacted.


How much of that money is yours? Wouldn’t you rather see those funds in your bank account or put aside for your retirement or other financial goals?


Do you want to reduce your tax burden and increase your assets? We can help! We specialize in personal income tax planning and will identify the tax-saving approaches that apply to your situation. We work with you throughout the year, not just when it’s time to prepare your return.


You might be able to save on taxes by:

  • Restructuring your investment portfolio to produce a higher after-tax return

  • Claiming appropriate business deductions

  • Maximizing qualified plan and IRA contributions

Getting Started is Easy

While every conversation is different, you should expect to cover some general information and get a sense of what it’s like to collaborate with us.

To help prepare for this meeting, you should have a basic idea of your current financial picture and goals. How are things now? Do you have any immediate concerns? What do you hope to accomplish in the next few years and longer-term?