FOUNDER STORY
"For us, a financial strategy is so much more than a retirement plan. It's about creating a plan that enables you to live passionately and adventurously now." -Chris Young & Andy Inman
Having 29 years of combined experience working in the industry, Andy Inman and Chris Young set out to offer fellow outdoor enthusiasts an alternative solution to wealth management - one that caters to individuals with a passion-fueled lifestyle and enables them to live in the now rather than waiting for retirement.
Active outdoorsmen ourselves, we want our partners to see financial strategy as the foundation for your adventure plan -whether that’s helping you in planning to take a year off to hike the Appalachian Trail or taking a two week heli-skiing trip every year- guiding you in managing your wealth to fit your life is our top priority.
After you enter your information below, you will be contacted to set up a complimentary consultation. During our initial conversation, we'll discuss your goals, how we'll work together, and the costs associated. If you decide to work with me going forward, you can expect personalized financial advice including investment and solution recommendations based on your goals and risk tolerance. We'll stay connected and track your progress via ongoing meetings and digital tools. Together, we can help you achieve your financial goals and adjust to whatever life brings.
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The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
This offer is only valid in the United States.
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An advisor will contact you to set up a complimentary meeting. During the initial conversation, you'll discuss your financial goals, how you'll work together, and the costs associated.
Prepare for your consultation by reviewing our pre-meeting checklist and discussion guide.
We look forward to helping you achieve your financial goals.
This offer is valid only in the United States.
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We are grateful for the opportunity to work together to help you achieve your financial goals.
If you have friends or family members who have financial questions or could use a second set of eyes, please let them know about our practice. When you refer us, your friend will receive an email with a link to our website where they can learn about what it’s like to work with us and reach out for a complimentary consultation if they choose.
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Ameriprise will only use the information you provide to send an email to your referral about your advisor. Your advisor will receive an email about your referral which will not include contact information for your friend. Your advisor will only contact your friend if they reach out for a consultation.
Again, I will only contact your friend if they request a consultation themselves through my website or by calling my office.
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