2021 Q3 Team Update Eric has been enjoying a summer of grilling vegetables, but out of left field, a client encouraged him to try grilling glazed donuts. It was awesome! He says adding a scoop of ice cream and chocolate…
Where do you want to take your retirement?
I WANT TO
Know that we’ll make it to the end.
Figure out the best way to fulfill my philanthropic goals.
Understand whether or not long term care insurance is right for me.
How can we help you realize your dreams?
I WANT TO
Find some tips on how to get started.
Chart the path from today to retirement.
Figure out how to pay for college.
How can we empower your relationship with money?
I WANT TO
Get a plan in place
Better understand my retirement accounts through PERS, PEBB, OPSRP and IAP resources
Our Clients Are Busy People
They prefer to spend life focusing on their families and careers, rather than sorting through the increasingly difficult and complex world of personal finance. They entrust us to be a part of their team.
Our Clients Are Multigenerational
We are proud to work with our clients across decades and generations. It’s not uncommon for our conference room to fill with two or three generations, all collaborating, all on the same page.
Our Clients are Professionals
We are privileged to serve clients from all backgrounds, but a large portion of them fall into one of the three P’s: physicians, professors and public employees. In addition, we serve a number of small business and farm owners and quite a few retirees.
Our Clients Trust Us
We work every day to earn and maintain the trust of the clients we are privileged to serve. We actively seek ways to make their lives better and genuinely enjoy helping.
Our Clients Value Time
They recognize the value of their time – and our expertise. In our work together, we strive to create clarity through customized planning and empowerment through ongoing education.