Our Services

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.

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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.