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Our Approach

Rather than start with product or investment recommendations, we get to know our clients first and help them establish their goals. As independent advisors, we have the flexibility to craft a plan that’s uniquely yours without being tied to any proprietary products or services.

Our process when working together includes the following steps:


Relationships are everything at our firm and we never make any financial recommendation until we fully understand you and your goals. Together, we’ll sit down and whether or not we’re a good fit.


From there, we move on to the discovery phase to figure out where you are today and where you want to be tomorrow. Then, we’ll draft up a plan that’s centered around these needs.


Once we have a plan in place, we routinely visit our progress to ensure that we get to where we need to be. This is important because a plan this important can’t be rushed and as life and circumstances change, so should your strategy.

We care about our clients and their successes and are only a phone call away. Our multi- generational relationships are what set us apart and we value the connections we build with clients.

Contact us to get started building your financial future today. |  (260) 609-3504