01. About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s professional advisor.

02. Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to pursue them. We will meet with you to present an analysis and discuss our recommendations.

03. Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

Our Services

 

Comprehensive Financial Planning

Here are some of the Financial Planning services we offer: Retirement Life Planning Asset Allocation Modeling Risk Management Tax Management Strategies Insurance Analysis Long-Term Healthcare Issues Charitable Planning Business Succession Planning Estate Planning Strategies Comprehensive Planning...
 

Retirement Planning

Are You Ready to Take Control of Your Retirement? Retirement is one of the most important life events many of us will ever experience. Pursuing a comfortable retirement is an extensive process that takes careful planning and ongoing monitoring throughout every stage of life. Contact Us We believe a...
 

Estate & Legacy Planning

We Believe Education Leads to Confidence. Attaining financial security for you and your heirs typically requires you to accept responsibility for the management of significant investment assets. Whether you are single, married, or a surviving widow, it is in your best interest to obtain as much...

Our Team

We manage assets for individuals and families, providing investment management, and financial planning services.

Blogs

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The New Face of Fraud: How AI Is Changing the Scam Game

Burke Steele |
Categories
Technology
Technology has changed nearly everything about the way we live, work, and connect including how scammers operate. Once upon a time, scams came in the form of clunky emails riddled with typos or too-good-to-be-true lottery wins. These days? The tactics are smoother, the impersonations more believable, and the emotional pressure far more calculated. Why the shift? Two letters: AI. Artificial intelligence has supercharged scammers' abilities. Now they can use AI to copy voices with just...

How to Boost Your Financial Literacy: 5 Simple Tips for Financial Independence

Burke Steele |
Categories
Finance
Education
Many of us have experienced the cost of financial literacy gaps at one point or another. And if you’re like most folks, the gaps in your financial literacy probably cost you at least $500 last year alone. 1 Think of it as a type of financial illiteracy tax. However, there is good news: you do NOT have to keep paying it year after year. The more you brush up on your financial knowledge, the better...