A Client-First Approach
What steps are you taking today to prepare for tomorrow?
We are honored to partner with Dave Ramsey’s SmartVestor program. What baby step are you on?
Control Your Wealth, Don’t Let it Control You
We help take some of the stress out of financial planning so you can focus on living life.
Advice, Guidance, and Direction
Our unique client process helps you understand where you are today and where you’re going tomorrow.
We build close relationships with our clients that go far beyond the stuffy client-advisor relationships. Together we laugh, we cry, and we plan for and help you achieve your family's future and financial goals.
Meet the highly-experienced and motivated team that’s working for you - every day!
Let’s answer your most pressing financial questions.
We are the composers of your successful financial future.
At first glance, our team might not look like a group of Olympic weightlifters, but when it comes to financial planning, that’s exactly what we do. We address all aspects of your financial life so you don’t have to. Between child care, working, taking care of family, and carving out a little time for yourself, managing your finances is likely the last thing on your to-do list. We partner with you and take the stress out of planning for your financial future.
Our short videos are engaging and informative and will prompt you with questions to ask your advisor.
Encore Careers: Push Your Boundaries
Stay Safe with a B.O.P. At Your Back
Understanding the SECURE Act
These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."
- Chris Hogan
- Benjamin Franklin
- Albert Einstein
- Dave Ramsey