Personal Wealth Planning & Fiduciary Investment Management for Individuals, Couples, & Familes
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It’s Hard, if Not Impossible, to Give Your Financial Future the Attention it Deserves All on Your Own. We Can Help.
Personal Wealth Planning
Make your next financial decision, and the one after that, a good one.
Leveraging decades of experience educating thousands of people all over the country, we use the latest technologies to show you what your entire situation looks like today - as well as every year into the future. When you have this kind of clarity, you’ll be more confident in the decisions you need to make to improve it.
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If you don’t know where you’re going, any road will get you there.
We do the work of investing in-house and will automatically update your managed accounts as we feel are in your best interests.
We take this trust, confidence and responsibility very seriously.
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Fiduciary Simply Means Treating Our Clients the Way We’d Want to Be Treated.
We are not a bank, insurance company, or large financial institution. We are independent consultants - which means we steward long-term relationships with our clients, and work only for our clients.
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We understand that our clients ARE our business
New here?
Our 3C Process Can Help you Determine if We’d be a Good Fit
Clarify
FIRST, WE’LL LISTEN
You tell us about you, your family, your goals, & your dreams. It’s important to understand where you are today.
Consult
NEXT, WE’LL DISCUSS
We’ll identify the things you’re already doing well (so you can keep doing more of them) and we’ll discuss the things holding you back.
Capitalize
THEN, WE’LL ACT
If a better path presents itself, we’ll help you move forward at your pace and on your schedule.
Your Guides will contain everything you’ll need to determine if we’re the right fit for you.
The Secret to Prosperity...
The secret to prosperity is not in picking the next Amazon stock, or coming up with some new invention, or winning the lottery (thank goodness because these are all really hard to do!). The secret to prosperity is not in any one big decision, but in many small decisions. This secret is called steady plodding – which means making your next financial decision, and the one after that, a good one. We produce a lot of content to help you do just that - so be sure to submit your email and click the links below to get connected.
Weekly Economic Video Update | PlodderPodcast (on iTunes, Stitcher, & YouTube) | Blog | Live Webinars (most of which we share via Facebook, LinkedIn, YouTube, & Twitter). If you just want to see some of the fun from behind-the-scenes, please check out Instagram.
Every good financial decision… starts with education
Upcoming Classes
Past Classes
Weekly Economic Video Update
We keep our finger on the pulse of the economy and the markets. Join us each Monday on your favorite platform - live-streamed on our website, LinkedIn, YouTube, Facebook, & Twitter.
