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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 and 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 us safely and securely.
Ready to learn more about how we can help you? Getting started is as easy as scheduling a complimentary initial consultation.
As we enter the final quarter of 2025, Ameriprise Financial experts break down recent market and economic developments, including recent interest rate cuts. Get their projections on where the market may be headed in this episode of Ameriprise Talks. (9:20)
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Interested in the markets and investing? Subscribe to your choice of publications from the investment professionals at Columbia Threadneedle Investments, one of the nation’s largest asset managers. You’ll receive regular insights on financial markets, global and economic issues and investor needs and trends via email.
Finding the right financial team can be overwhelming. With so many options out there, how do you know who to trust with your financial future? In this video, we’ll walk you through what we believe you should look for.
At Endurance Planning Group, we believe inbuilding genuine, lasting relationships with our clients. It's not just about generating reports or chasing returns—it's about understanding your aspirations, concerns, and vision for the future.
In today's complex world, it's easy to feel lost when it comes to your finances. Making sound financial decisions can be challenging, especially when emotions run high. That's where a financial plan comes in.
At EPG, our mission is to inspire you to clearly define and consistently pursue an enriched and meaningful life. We believe that by employing a team approach, we are stronger together, our clients are better served, and our relationships flourish.
We believe in providing personalized service that meets each client's unique needs. That's why we've developed a tiered system that allows us to tailor our approach and deliver the most relevant expertise that our clients require.
At Endurance Planning Group, we believe that investing is about more than just picking stocks. It's about building a strategy that aligns with your goals, risk tolerance, and vision for the future.
When it comes to taxes, many people see it as a burden, a chore to be dealt with once a year. But at EPG, we believe taxes can be a strategic tool to help you achieve your financial goals.
Meet our Managing Partner and learn more about the EPG mission.
For many people, faith is a guiding principle in all aspects of life, including their finances. At Endurance Planning Group, we understand the importance of aligning your investments with your values.
When you think of the ultra-wealthy, you might picture lavish lifestyles and extravagant possessions. But what truly sets them apart is their approach to wealth management.
Financial literacy is more important than ever. Yet, many people lack the knowledge and skills to make informed decisions about their money. In this video, learn about our commitment to empowering our community through financial education.
Let's meet to discuss what's most important to you.
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The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
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