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HOW WE WORK


Regardless of your stage in life, we are all about optimization.  We are focused on finding efficiencies in your financial plan and provide options to help you to gain a more streamlined and fluid strategy. We approach each situation with a genuine interest in helping while speaking a common language. No matter what service you are interested in, we always aim to be be agnostic in our recommendations and not tied to a particular product or brand. 

Whether you have one simple need or would like an overall evaluation, we can help.


THE POWER OF PLANNING

THE POWER OF PLANNING


“I became a financial advisor because I believe in the power of planning, positive habits, and self-progress…. and that this is the path to financial freedom which is one of the greatest of liberators”.   - Craig Johlfs, CFP®



OUR APPROACH

Personalization

Tailored financial plans & investment portfolios designed to meet your unique needs

Optimization

Alpha (value) generation to help maximize your benefit from our relationship

Best Interest Duty

Our goal is to provide objective recommendations in a product-agnostic environment

Accountability

Commitment to trust, integrity and accountability

OUR MISSION: THE GOLD STANDARD

OUR MISSION: THE GOLD STANDARD

We are committed to you, our clients.

We put your interests ahead of ours.

We are accountable to you.

We customize strategies based on your unique situation.

We take our stewardship to heart. Most of our advisors have designations or certifications and we continue to focus on financial education.

We are genuine – we do what we say and say what we do.

We are down-to-earth – we understand that you may not be familiar with the jargon we use.  We speak a common language.

OUR SERVICES

Individual Retirement Plans

Traditional, Roth and rollover IRAs offer  tax advantages and can serve as primary retirement savings vehicles, or supplement your employer-sponsored retirement plans.

Business Retirement Plans

Employees want more than a paycheck; they want a competitive benefits package. I can assist business owners in developing employer-sponsored retirement plans, risk management services, financial education programs and more.

Financial Planning Services

Whatever your financial planning needs – from developing an investment strategy, to planning for retirement, to evaluating your risk management needs – I can help. 

Investments

The key to investing is taking it at a pace that's right for you and staying focused on your long-term goals. We'll help you understand investment fundamentals and prioritize your goals.

Advisory Programs

Gain a professional perspective – and clear direction – for your financial journey with Waddell & Reed’s Managed Allocation Portfolios and Strategic Portfolio Allocation programs. 

Insurance

Money management is about more than just accumulating and investing your assets — you also have to protect those assets.

Education Planning

Learn about the education investing options available to you, and start investing for your child’s future today. 

Gifting Strategies

Effective charitable giving can have a positive impact on causes that are important to you. A giving strategy can help your donation go further or allow giving to be a part of your estate plan. 

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