Financial Planning and Money Management

for Individuals, Families and Small Business Owners

Schedule Now

Or call 702-944-5237

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  Talk to an Advisor
  Get Advice

As an independent advisor, we are positioned to provide objective advice on what investments may help meet your needs.

As a Registered Investment Advisor, we have a fiduciary duty to act in the best interest of our clients.

We take the time to discuss and understand your goals on a personal level so we can better help to plan and/or implement a strategy to get you closer to where you want to be financially.

Financial Planning

Whether you want to get out of debt, create a long-term investment strategy, or simply need some cash flow analysis, we can help. See our planning services available here.

Our financial planning process begins by talking with an advisor to determine your needs and goals.

Once we understand your situation, we can define the scope for a specific planning project together and decide on the deliverables.

Financial planning projects are delivered within 30 days from signing.

Discretionary Investment Advisory Services
(Money Management)

Not everyone wants to manage their own investments. We can help.
Working with third party custodians, we can help to open and manage:

  • Non-qualified brokerage accounts
  • Some types of retirement plans
  • Coverdell Education IRAs (ESA)
  • 529 plans
  • Health Savings Accounts (HSAs)
  • See other supported account types

Schedule time to talk with an advisor about financial planning or money management

Schedule Now

Your Wealth Team Experience

Friendly

Our friendly, no-pressure style may be valuable in helping you understand investments you already have, or ones you may be considering, and how they may fit with your overall strategy.

Accountable

Your advisor will serve as a single, fully accountable point of contact, responding to questions and service needs in a way which is detailed and easy to understand.

Responsive

We are available to clients by appointment, phone, or email, and make a point of responding promptly to client communications within 2 business days (usually sooner).

Thinking Different

It seems many investment advisors tend to think in predictable channels based on educational background and the path of least resistance. We think differently than many advisors, especially when it comes to risk management.

We believe many accepted risk management practices can expose clients to more risk than they or an investment advisor may realize; and that a strong risk management strategy can sometimes include a strategic combination of conservative and aggressive risk classes, compared to selecting specific investments based solely on moderate risk.

Recognizing there are different rational styles for financial planning and money management, we do not forcefully subscribe to a single style.

Schedule a Strategy Session

Schedule time to talk with an advisor about financial planning or money management. Consider this session a time to see if we can handle your needs and make sure our style and services will be a good fit.

Schedule Now
or call 702-944-5237