39 North 7th Street,
Plan with Clarity
Our process is friendly and comprehensive, we’ll show you how to achieve the future you envision.
Invest with Understanding
While investments can be complex, we are educators at heart, and seek to ensure that you recognize the attributes of your portfolio.
Flourish Like Only YOU Can
We all have unique talents, goals, and dreams. Our mission is to help you achieve your own version success, whatever that may be.
Our process focuses on paving a path that guides you toward your goals.
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.
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.