01. About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

02. Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to pursue them. We will meet with you to present an analysis and discuss our recommendations.

03. Our Process

We believe a strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

Our Services

 

Investment Planning

While many of us don’t realize it, we are constantly engaged in subconscious acts of investment planning. We plan how we can best invest the limited time we have at our disposal. Would that 2-hours we have best be spent visiting a friend or taking care of needs around the house?
 

Financial Planning

Many individuals confuse financial planning with general savings and investing advice. While how to save, how much, and where and when to invest those savings, is every bit important, prudent financial planning goes much beyond the realm of just saving and investing.
 

Retirement Planning

Long before retirement even hits our radars, we’re planning what type of education, skills training and professional designations we’ll acquire. We also spend a lot of time planning which industries are the best place to work in, and which employers to work for.
 

Tax Planning

It’s said that only two things are certain in life: Death…and Taxes! And while there’s not much you can do to avoid the former, with prudent planning and foresight, there’s a lot you can do to minimize the later.
 

Insurance Planning

If there’s one thing certain about life – it’s the uncertainty that living it brings. The best laid plans can sometimes come to naught! Even though you may think you’ve covered all the bases, life sometimes has a funny way of throwing you a curveball when you least expect it.
 

Employee Benefits for Business Owners

There is a direct link between business success and employee benefits. And it shouldn’t surprise anyone that some of the most satisfied (and productive, dedicated and loyal) employees are those that are content with the employment retirement benefits provided by their employer.

Our Team

Blogs

Teran Wilkins |
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Teens are adults in training and an important part of your family's financial picture. Help them build good habits so they're ready for the future.