Your financial well-being, along with your physical, mental, spiritual and social well-being is one of the most important things in your life and may directly affect the other areas. When you stop to consider that your retirement is likely to span a fourth or more of your entire life, the financial importance of this event cannot be overstated. And do you want or deserve less than the best that you can get to help you live today, in the future, and for your family after you're gone?
If you've made the wise decision to hire a professional to help you with your financial life, you want someone who is experienced. You already recognize that what you don't know may be more important than what you do know or you would be doing it yourself. This is your life (and your life savings) that we're talking about, and not just anyone will do. We believe you should look for someone who has proven themselves to be competent and dedicated to their profession and their clients. To put it in a slightly different light, what your financial advisor doesn't know may be more important than what they do know!
If you're going to pay for financial planning (and you should), we believe you should get the best you can get. Our Founder has a Master of Science in Financial Planning (MSFP) degree with a Concentration in Retirement Planning - one of the highest qualifications possible in the financial planning field. Not only that, he has over 20 years' experience as a property & casualty insurance agent and is able to advise you regarding protection from lawsuits from auto, personal and commercial liabilities from a position of knowledge and experience that most financial advisors lack. All of our Advisors are fee-based, meaning we primarily charge fees for our services but we hold the licenses and registrations necessary if a commission-based or insurance product is more appropriate for your situation. All of our Advisors also hold industry designations and our average tenure is 21 years of serving the financial needs of clients. We have conveniently-located offices but we're happy to meet online if you prefer. We have all the resources of LPL Financial, the #1 Independent Broker Dealer in the U.S., as reported by Financial Planning magazine, June 1996-2023, based on total revenue, at our disposal. We'd love to be Your Guide to Your Future.