two pillars of service

Financial Planning

Investment Management

Our Strategic Wealth Financial Plan evaluates your overall financial picture. We evaluate if, when, and options as to how you can meet your life goals through actionable strategies. Our goal is to optimize your wealth through investment management and financial planning, to help you live a fulfilling life and create memorable legacies.

We encourage partnering with your CPA & attorney to utilize our technology and resources to strategize and create action steps for 7 areas of your financial plan; tax strategies, cash flow, investment management, estate planning, retirement planning, protection, and business owner operations.

Financial plans are normally a 3-month engagement and should be a compilation of advice sufficient for 2+ years or until a major life change.

Find out more

Investment Management

We help clients that have accumulated wealth or those that are quickly on the way (normally high income earners or business owners). These clients now need a partner to help manage investments, stay pace with the market, and take advantage of economic changes.

We utilize a structured approach and active management to build, rebalance, and manage portfolios as the economy changes on a quarterly basis.

We encourage bucket strategies to build investors' confidence and security, and partner with the country's leading investment firms to ensure we have a partner for each client specific need.

*Investment Management clients may or may not need a financial plan.

WE WORK BEST WITH:

High Income Earners

with complex financial planning needs like tax strategies, after-tax investments & estate planning. "I'm making more money and utilize what tools I currently have, what's next?"

Business Owners

seeking strategies to manage high cash flow, utilize tax strategies, work on after-tax investments or gifting, implement beneficial retirement plans, and insurance/business protection. "I'm really good at my trade, but my business is growing and I need help with all the rest!"

Families & Individuals

looking for generational planning and investment management from wealth accumulation. "I've worked hard and now need help managing it all and figuring out how to take care of my family."

Individuals experiencing sudden income

due to retirement, divorce, or estate settlements

Your CPA and Attorney

(or one of our preferred CPA's or Attorneys) to establish comprehensive tax and estate strategies

Education & Community Outreach

Because we work with complex financial planning and investment management clients, we're aware that investor education is the forefront of creating a healthier financial community.

By leading client conversations with education, we've found that the foundation of wealth is first built through persistence and diligence with basic principals (you do on your own) before moving onto complex planning (now you hire us).

We encourage community education by offering free seminars throughout the year, a newsletter and blog with financial education and tips, and are available for a complimentary 15-minute phone call for those that are starting their financial journey and need to build a good foundation.

Attend a workshop

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

LPL CRS

More information about LPL Financial

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