630 Kenmoor Ave SE,
Pre-Retirees & Retirees
Retirement comes with many questions and opportunities to maximize your financial situation.
Retirement Plan Consulting
3(21) & 3(38) Fiduciary Consulting Services for Employers
Executives & Professionals
Optimize your investment strategy and create tax efficiencies through our planning process.
Women in Transition
We specialize in working with widows and divorcees as you enter a new chapter in life.
Every action we take is based on our data-driven, 4-step process.
You are unique. First step is to understand your financial needs & goals.
We create a custom financial strategy specific to your objectives.
We do the heavy lifting to make implementation easy & seamless for you.
The process never stops. We will continually meet & adjust your financial plan and investment strategy as needed.
The 3 Es: Expertise, Experience and Education. Our team has the talent to create a financial strategy specific to your needs and goals. We look to simplify the complexities and provide you with service that exceeds your expectations.
Your best interests always come first. A fiduciary not only has an obligation to make sure a recommendation is in your best interest at the time it is given to you, but they have an ongoing obligation to make sure that recommendation continues to be in your best interest. Fiduciaries look to avoid conflicts of interest and fully disclose when there may be a conflict of interest.
We are not tied to any one financial institution. We have access to the limitless universe of investment products available and can custody (hold) your accounts with some of the top custodians including: Raymond James, Fidelity, TD Ameritrade or Charles Schwab.
Our team has several additional credentials which have continuing education and code of ethics requirements. Designations include: CERTIFIED FINANCIAL PLANNERTM (CFP®), Accredited Investment Fiduciary (AIF)®, and Certified Fiduciary Plan Advisor® (CFPA®).
We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.
What You Need to Know About Social Security
Retirement Plan Detectives
Working With A Financial Professional