Focus on the Long Run
We don’t think we’re great at what we do because we can see the future.
We believe we are great wealth managers because we can’t.
Any advisor can grow your money, but no one knows their future, so we plan accordingly.
Decades of financial planning experience sharpened our insights. Constant learning invigorates us. Each unique client situation challenges us.
Watch our videos to hear some client stories, read our blogs to get our opinions, check our book reviews to find a good read.
And when you’re ready, schedule a meeting to start planning for your exceptional unknowns.
Zoom Open Hour Events
Check our upcoming schedule of Zoom Open Hour events By clicking here.
When should I expect my 1099?
It’s almost tax filing season and we want to remind you that LPL typically sends the consolidated form 1099...
Contact Us
Your time is valuable, and your patronage is essential. We work hard to be available for you when you need us. Call or email...
Zoom Open Hour Events
Check our upcoming schedule of Zoom Open Hour events By clicking here.
When should I expect my 1099?
It’s almost tax filing season and we want to remind you that LPL typically sends the consolidated form 1099...
Contact Us
Your time is valuable, and your patronage is essential. We work hard to be available for you when you need us. Call or email...
Recent Posts
When should I expect my 1099?
It’s almost tax filing season and we want to remind you that LPL typically sends the consolidated form 1099 in February and March…
Five Year Relocation Nate & Sarah
Nate and Sarah just bought the house of their dreams. Five years they planned for making this move.
Marty and Jean visit the David
Marty and his new wife honeymooned in Italy. They enjoyed many of the touristy things, but being a retired machinist, he is always interested in complex structures.
Cyber Security teaser
Ever wondered how well you are protected from Cyber Criminals? We met with Tim Marsh and his team to discuss precautions we can take to protect ourselves online. Check it out!
Jake and Cynthia’s First Meeting – VLog
We had some fun in the editing room with this video, spot the fun we had!