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Your $ Process 

Your $ Process 

Do you have one?  Unsure? 
We can help.

First we get to know you and what makes your family tick.  Only in doing so can anyone truly diagnose your situation. Next, let our experience and resources be your guide.

Choose smart strategies.  
Strengthen and improve
your financial future.

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Your $ Philosophy

Your $ Philosophy

Are you a Do-It-Yourselfer?  Or a Delegator?

Do you want us to simply point you in the right direction? Or, do you prefer an expert guide or a financial coach?  We’ll match you with the right tools for your job.

Help your family avoid life’s pits.  Enjoy the fruits of your labor for years to come.

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What do you need? What do you want?

Your answers to questions like these begin to reveal the possible pathways for your success. The income you'll need later on to refresh and sustain life's journey will come from investments you "plant" along the way. Knowing what to plant and how to nurture, grow, and protect them is crucial.

Have a smart strategy … and stick to it. Produce a bountiful crop of income when you need it most.

Your Goals. Our Strategies.

Discover an array of services for all your financial needs.

  • Investments

    Smart investing shouldn’t perplex, puzzle or confound. Our straightforward strategies may help you avoid even the deepest of life’s gotchas.

  • Retirement

    Live comfortably. Let us help you build a smart retirement strategy to keep you excited for what’s to come.

  • Estate

    Effective estate management enables you to handle your affairs during your lifetime and beyond. Use our experience and sharpened tools to help secure your legacy for generations to come.

  • Insurance

    Let us help create a risk management and insurance strategy that makes sense for you. Life throws curveballs. Plan for the best, but prepare for the worst.

    Better Finances. Better Family.

Helpful Content

Helpful Content

Curated articles, videos, and more.  Be a financially savvier you.

<p>Split Annuity Strategy</p>

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.
Learn More
<p>Four Steps to Valuing an Estate</p>

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Learn More
<p>What Is My Current Cash Flow?</p>

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.
Learn More

Download our FREE eBook, “Estate Strategies:
Critical Elements of an Estate Plan”

We'll all pass that final milestone some day.  Do your loved ones know what to do when you're gone? 
But, what if you get dementia? 
Act now to ease your family's concerns. 
This eBook explores key elements for your estate strategy.

Have a question?  Drop us a note.

Thank you!