Is it really possible that 97% of Americans have to downsize their lifestyle in retirement?

We think it’s odd after decades of hard work so many successful, six-figure employees are still running out of money, even when it appears like they have enough on paper. Could it be the Financial Crisis of 2008 forever changed the financial landscape?

Saving and growing your money is more complicated and nerve-wracking than ever. And you must get it right because there is no reset button when money mistakes are made. After all, most people can only afford to retire once.

We know that planning and saving for retirement and beyond is filled with stress and confusion. There are a lot of different voices and rather than feel overwhelmed, chase investing trends, and feel pulled in different directions, we try to make things simple.

Our goal is to give you confidence, freedom, and wealth so you can have the best chance of lasting dignity and grace. So you can stop worrying about money all the time.

Financial Planning

A financial planner helps you move from confusion to clarity in terms of your finances. We can help you get clear on your current financial circumstances as well as your future financial goals. In this critical financial planning phase, we help you map out a clear path toward your goals and bring order to your financial life.

But because we also know that life doesn’t always go as planned, we plan for all of life’s unexpected moments. How good would it feel to have confidence in your finances, to know you can handle all of surprises, as well as the expected and anticipated moments?

Some of these benefits include:

- Having a complete and clear inventory of your financial health
- Owning your financial goals while working toward them consistently
- Less anxiety and confusion around money and your financial future

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Wealth Management

A financial advisor can take your individual wants and needs into account and lead toward your Retirement or other wealth-based goals. We know that growing your money and planning for your financial future is incomplete without knowing the significant risks that could derail your finances. We help you gain control over your money and put measures in place to guard your financial future.

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Asset Management

No one wants to run out of money. The first step in securing your financial future is aligning your investments to your specific situation—your risk tolerance, goals, and financial situation. There is no one-size-fits-all approach to investing. We believe you deserve a strategy custom-tailored for you with the stewardship of a professional who has your best interests in mind.

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Meet The Team

Personal finances and investing don’t have to be complicated. Our financial planning professional, Tiffany White, CFP®, can help you organize and prepare for your financial picture. Our investment professional, Brad Ferguson, CFA, can help you consolidate your accounts, manage your assets for your goals using a clear strategy, and keep you focused on the long term.

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