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Does Your Money Deserve Our Help?

Does Your Money Deserve Our Help?

Whether you’re a first-time investor, reimagining your retirement, or anything in between, you need a team of financial professionals in your corner. It’s our mission to coordinate all aspects of your financial picture to get you guidance and insights.

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One-size-fits-all financial blueprints? Not here.

One-size-fits-all financial blueprints? Not here.

Your goals are our goals. Regardless of your age or background, we believe people can live better lives with smart financial education and knowledge. We work closely with clients to match strategy to individual needs for every walk of life.

Who We Are

Who We Serve

Helping investors from every background

Retirement

Retirement

Get a plan, and stick to it!

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Small Business Owners

Small Business Owners

Supporting small businesses

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Working Professionals

Working Professionals

Make your money work for you

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Women

Women

Understanding your unique needs

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Work Smart

We take pride in using data-driven strategies to help you take control of your financial life.

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Your Money. Our Know-How.

When was the last time you sat down and had an eye-opening conversation about your money, life, and goals? If it’s been a while, it may be time for some great advice from a trusted source.

Whether you’re a first-time investor, wealth-builder, retirement-seeker, or beyond, we’re here for you. We’re proud of our team and the people we’ve helped, and we hope we can count you among them.

Retirement

Make a plan and keep it on track

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Financial Advice

Goal-setting, cash flow, and risk management

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Debt Management

Keep your money working for you

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Estate Strategy

Plan for every phase of life

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As Simple As 1, 2, 3

STEP

1

Lay a strong foundation

Help protect against life's uncertainties. This can consist of making sure the client has adequate insurance and/or cash on hand (emergency fund). Once the foundation is secure, we move on to making sure we have a smooth driving surface. This surface helps the client start moving from one side of the bank (their present day) helping get them to the other side (their retirement vision).

STEP

2

Create the Smooth Riding Surface

 Through thoughtful investing, targeting the appropriate rate of return, matching the client’s risk to the solutions that are in their best interest. The use of a Financial Plan helps us find the amount of investment dollars and targeted rate of return necessary to build the right surface for our client’s goals.
Once we have made sure that our client’s goals, can handle some of the life uncertainties that could undermine their long-term goals, and have laid out an appropriate investing plan, then we can start building our spans. 

STEP

3

Completing the Structure to Last a Lifetime

These plans help our clients make sure their income lasts a lifetime and beyond, if that is a goal of theirs. This is where we use proper cash and investment planning based on client’s goals and objectives. It could also use an annuity*, if the client feels better with income certainty and additional protections.

*Annuities are insurance products and are designed for long-term retirement income. Annuities are not intended to replace emergency funds or to fund short-term savings goal. Earnings are taxed as ordinary income when withdrawn. There may be a 10% federal tax penalty on withdrawals before age 59½. Naturally, your death benefit and the cash value of the annuity contract will be reduced if you take any early withdrawals. All Guarantees are subject to the claims paying ability of the issuing insurance company. These guarantees do not apply to the underlying investment options or their performance. Additionally, if purchased within a qualified plan, an annuity will provide no further tax deferral features. Some benefits may be offered through the purchase of an additional contract rider. These riders are optional and may be added to better help the annuity meet your needs. These riders will carry an additional cost and there is no guarantee that the benefit will exceed the cost paid for the rider.

Every client, every situation has its own unique “Bridge!” Let us help you build your Bridge to your to your future goals and objectives.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Let’s talk.

We’d love to learn more about you and your financial goals. Our form is the best way to schedule a complimentary introductory call.

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Are You on the Road to Financial Wellness?

It's never too late to start. In this ebook, we outline effective financial strategies for every stage of the journey.



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