You expect to have travel, college, wedding, and similar expenses in your future
You desire to make an impact on your community
Wealth Management Client
You have > $1 million in combined retirement and investment accounts
You want to continue to be successful in your next season
You have a big vision for your future
Your retirement feels right around the corner or is recently in the rear view mirror
You desire to secure your legacy and family's future
What to Expect
Meeting 1 - Initial Meeting
Connect with an Advisor in person or virtually. Your Advisor learns about your situation and your vision for your future. You get to know our Team, our experience, and our services that will add real value to your life.
Meeting 2 - Fact Finding Meeting
We gather information and documents to build your financial plan. Our Team is well trained to walk through the details and make this an easy process.
Meeting 3 - Planning Meeting
You and your Advisor explore how your resources can build the life you love. Your Advisor provides recommendations and clear next steps to help you make progress toward your goals.
As you move forward with confidence in your finances, we walk shoulder to shoulder with you providing regular support, management, and guidance.
We are always focused on your best interests. We come alongside you to help you make smart decisions with your money without selling products.
No hidden fees. We are a Fee-Only advisor, which means our compensation is only from client fees. We do not receive commissions from third parties.*
Planning by the Numbers™
We use our unique Planning by the Numbers™ approach to put real numbers to your goals and financial needs. Our approach often enables clients to avoid unnecessary risk while still gaining confidence in achieving their goals.
Our relationship starts with creating a holistic financial plan. As life develops and circumstances change, we continue to walk shoulder to shoulder with you.
* In situations where an appropriate fee based product is not available or is not in the best interests of our client, we present appropriate solutions and disclose commission characteristics. Commissions and/or trails associated with such products or with legacy accounts make up less than 0.6% of firm revenue.
Online and On-Air Saturday mornings at 9:00 a.m. on AM 590
Our Experience At a Glance
Experienced team members
Years of collective history in investment management
Certified Financial Planner™ professionals
Years of broadcasting the Retirement Unlimited radio program
Years of providing financial planning and management
Households supported and managed**
Million dollars in assets under management and administration*
Cohesive team serving our clients
* As of December 31, 2021, actively managing $175,588,316 on a discretionary basis and administering $23,797,063 in fixed and indexed annuities.
** As of December 31, 2021, supporting 365 client households.
We work with the Best of Minds to provide the Best Outcomes. When appropriate, we work with AssetMark and Savos to build personal portfolios of individual stocks custom designed to achieve a client's specific goals. We continue to be impressed by the abilities and outcomes achieved by AssetMark and Savos and make these resources available to our clients.
For more than 20 years, AssetMark has provided independent advisors and their clients with unique investment and wealth management solutions. AssetMark provides a range of investment solutions that work toward specific objectives, whether it’s saving for retirement, funding an education or planning for your legacy.
Savos Investments™ crafts innovative, outcome-oriented investment portfolios. Their deep research expertise and understanding of capital markets allow Savos Investments to implement solutions aimed at reducing risk and maximizing return across different macroeconomic periods. They specialize in finding potential sources of return in all market conditions and they also offer customized strategies to fit the needs of the most discerning clients.
Building The Life You Love
Building the life you love is exciting, but the best path forward can be difficult to determine. Below are a few example situations of how we work to understand your specific circumstances and provide real world solutions, advice, and support.