How we work


You are not just another face in the crowd

You are unique, and so are your financial goals. That’s why we take the time to understand what’s truly important to you.

We can help you prepare for whatever life brings—both the expected and the unexpected—with personalized advice tailored to you.

We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. Working together, we can help you feel more confident, connected, and in control of your financial life.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies

Community participation

Each year around the holidays we do a fundraiser in lieu of giving holiday gifts. Giving back warms the heart and we encourage our clients, friends, and family to join in on our holiday fundraiser. In 2020, our goal was to raise money for the St. Jude Children’s Research Hospital to advance cures, and means of prevention, for pediatric catastrophic diseases through research and treatment. Consistent with the vision of the founder Danny Thomas, no child is denied treatment based on race, religion or a family’s ability to pay. Our goal was to raise $2,000 and we achieved that and more by raising $3,630.

Working with us

One-to-one financial advice

We begin with what’s most important to you—from goals that can include retirement or education, to a major purchase like a second home.

Personalized
recommendations

We provide investment, asset allocation and portfolio recommendations based on your individual goals and personal risk tolerance.

Regular meetings

We document your goals, meet regularly to review, analyze your progress, update your approach as life changes and help you track your progress along the way.

Anytime access

At any time, from any device, access your investments and accounts, track your progress toward your goals, and share information with your advisor safely and securely.