Your financial confidence will come from having a plan.

Here’s what financial planning means to us:

 

Getting a clear picture, of the whole picture, and making deliberate wise decisions that accomplish your goals.

Our advisors have obtained the following rigorous financial designations specifically to serve you:

Certified Financial Planner®

Chartered Life Underwriter®

Chartered Financial Consultant®

Chartered Advisor in Senior Living®

Retirement Income Certified Professional®

Wealth Management Certified Professional®

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“When we have a plan of action that considers desired and undesired outcomes, we are better able to handle the unexpected market events and life changes that will inevitably happen. How else can we confidently go forward? How else would we know how to react or maneuver, and what the long term implications would be? Let's get started. With the Lord guiding us, all will be well.”

- Ray Henderson, CFP®, CLU®, ChFC®, CASL®, RICP®

Having your financial life well planned will give you the clarity that creates confidence. It takes time. We’ll get you organized. We'll advise you on what you need to do. We'll help your dreams become a reality. It'll be hard work, but it'll be worth it. 

 

Your financial confidence is our only objective. 

 

 

Let's Get Started

Fee-Based Financial Planning Process

Organize and

gather financials

1

Monitor and track

plan progress

Assist client with implementing plan recommendations

7

6

2

Building Plan

3

Financial Planning Process

Conduct an initial discovery meeting to review current financial status and goals

Create financial plan and customized recommendations

5

Finalize and deliver

plan to client

4

Collaborate with

client to review