From our very first meeting, we always start with listening: listening to your experiences and your beliefs. Beliefs about money, your fears, and most importantly, your goals. We’ll use your story and our ideas to create a strategy for the life you want: no matter your age, stage of life, or definition of success. As a completely independent financial services firm, we can give unbiased advice to best suit your unique situation, and your One of a Kind Financial Plan™ may be scaled up or down to fit your best interests.
What We Do
Tax Planning
Taxes can represent one of the largest lifetime expenses. Our team helps clients explore strategies that may provide tax-advantaged retirement income, evaluate cost-efficient investment options, and design portfolios that are aligned with their goals and risk tolerance — so they can work toward keeping more of what they’ve earned.
Retirement Income Planning
Our team helps you plan intentionally so you can enjoy your retirement years and work toward leaving a meaningful legacy. We’ll guide you through tax-aware strategies, thoughtful savings decisions, and estate planning options designed to support both your financial future and the next generation.
Investment Management
We’ll help you invest based on your risk tolerance and comprehensive financial plan, plus provide consistent management to keep a close eye on the performance of your accounts. We proudly partner with Fidelity, Charles Schwab, and American Funds as our custodian partners, and Advisory Alpha as our Investment Compliance, Operation, Research, and Execution Team.
Long-Term Care Planning
We don’t just want you to retire. We want you to thrive. Planning for your long-term care needs and supporting you as your needs change is our ultimate goal. We use tools like HALO (Health Analysis & Longevity Optimizer) to help create more predictability. Click here to complete the free HALO assessment today.
Legacy Planning
Your legacy is your decision. We help you create a plan that gives you peace of mind and clarity knowing that your wishes are outlined and legally documented for when the time comes.
