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
We know Small Business aka Nate builds a casita
“It’s perfect, Nate! I love it. Can we buy it, can we buy it, can we buy it?” Not the kind of outburst Nate wanted to hear while standing with the real estate agent.
Damien’s Hard Life
Damien comes from a troubled family. Issues cascade from one generation to the next, like a series of waterfalls…
Committed Relationship Take Work aka Nate and Sarah Get Married
Sarah and Nate have very different stories of their initial dates. It was a whirlwind romance for them, by any measure of romance.
Guilty Pleasure
Despite the thousands of miles of running over the years, only one year in the past decade did the annual total less than four digits, heart disease is basically a genetic problem.
Inherited IRA rules tripped up Mandy’s CPA
Don built a business, and a remarkably successful investment portfolio. He and Charlene enjoyed many years together in retirement.