We guide clients on a courageous journey toward financial freedom.

Our services are the path that brings the journey to life.

Investment Management 

Our investment philosophy is rooted in timeless academic research, evaluating how different asset classes behave within various market cycles. Our investment management style can be summed up in two words: Goals-Based. 

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Financial Planning 

We are committed to helping our clients during every stage of their financial journey. Financial planning is an ongoing, proactive process that keeps clients engaged and focused on their goals. 

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Retirement Planning 

Goals-Based Retirement Planning is rooted in our belief that investment solutions should match up with investor goals. We have found a common path that investors experience along their financial journey. 

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Education Planning  

A moderate budget at a private college averaged $50,900. These costs can be debilitating at first glance. We are committed to helping families prepare for education costs early on in a child’s life.

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Charitable Giving 

The nightly news seems to bombard society with negative stories time and again. Believe it or not, there is a whole lot of good going on in the world, including charitable gifting. There are several strategies that can be effective for donors to help bring their philanthropic desires to fruition. 

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Group Retirement Plans 

As fewer retirees receive retirement income from pension plans, individuals must plan for alternative forms of cash flow once retired. We are committed to helping participants discover what their retirement needs will be and educating them on their investment options within their group retirement plan. 

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Our Process

Connect

We are currently taking new clients. We want to get to know you and we do this with a free consultation. Our initial conversation is a time of discovery. We ask a lot of questions to get to know you personally and your current financial picture. We want to build significant relationships with our clients. Once we've got an understanding of where you're at and would like to go, we'll discuss our goals-based approach and set up a meeting for the planning phase.

Plan

The planning phase is where we become Financial Architects. Based on our discovery meeting with you, we'll design a plan tailored to your specific goals & desires. We value each client as unique and are confident in the plans we create.

Do

It's time to execute the plan! We'll get your accounts opened and start our partnership together. We'll get you set up with your personal financial website and establish our frequency for review and methods of communication. This will also be a time where we'll connect with your other trusted Advisers like a CPA or Estate Attorney. Now that your plan is coming alive, you can begin enjoying some Financial Peace!

Want to start your path to financial freedom?