We are fee-only investment advisors who strive to give our clients the freedom and peace of mind to pursue their passions to retirement and beyond.
Our services include:
Wealth Management
- Retirement Readiness Review
- Complimentary Portfolio Reviews
- 401(k) Plan Analysis
- Education Savings
Education
- Help you understand what you're investing in and why
- Budget Coaching
- Informative Blogs
On Staff
- Four Certified Financial Planners (CFP®)
- One Chartered Retirement Plans Specialist (CRPS® )
- One Ramsey Preferred Coach
- Two Dave Ramsey Smart Vestors
- "We have the heart of teachers, not the attitude of salesmen."
Client Benefits
- Online Access to Accounts
- Personal Assistance & Annual Reviews
- Monthly Newsletter
- Tax Reconciliation Reports — shows cost basis of trades on taxable accounts at tax time
- Required Minimum Distribution Alerts — personal phone calls to alert clients with IRAs who need to take their annual RMD
- Low Transaction Costs and Great Economies of Scale — through our custodian of client funds
- 401(k) Analysis and Recommendation — For our clients who participate in 401(k) plans that we do not manage, periodic recommendations are given based on the choices available to them.
