Broker Check

Celebrating Five Years & Counting

LIFESTYLE AND PLANNING<br data-mce-bogus="1">

LIFESTYLE AND PLANNING

LEARN MORE
INVESTMENT &#38; RETIREMENT<br data-mce-bogus="1">

INVESTMENT & RETIREMENT

LEARN MORE
ESTATE &#38; AGRIBUSINESS<br data-mce-bogus="1">

ESTATE & AGRIBUSINESS

LEARN MORE
Where Do You Want Your Financial Roadmap to Take You?

Where Do You Want Your Financial Roadmap to Take You?

At our office, we follow fee-based services rather than transactional. Fee-based financial planning is  a client-centered process of having a personalized and comprehensive financial plan put together for you at one pre-determined fee.

Conversely, transactional is less about the client and planning and more about the sale. This process can lead to the advisor “overlooking” aspects of a client’s financial well-being that aren’t necessarily conducive to being profitable for the advisor.  There is often a lack of understanding of the client’s whole financial situation because the right questions weren’t asked, or the time wasn’t taken to dig a little deeper. When you work with us, this won't be a concern for you.


Are We the Right Fit?

Are We the Right Fit?

There are three key things we want you to know about how we function as a business: 


Here at our firm, we actually take the time to get to know our clients. We treat you like family, which means our approach is loving yet straightforward. 

Because not everyone's financial needs are the same, we work with you to create customized strategies that address what will work for you. 

We provide comprehensive wealth management and retirement planning strategies that grow with you during every life milestone.


Are we the right fit? Schedule a free consultation and find out today. 


Money that Buys Good Health is Never Ill Spent

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.
Learn More
What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Learn More
Rebalancing Your Portfolio

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Learn More

Have a Question?

Thank you!
Oops!