How it Works
We work with our clients in one of two unique ways:
- Investment Planning – An advisor comes alongside you to develop a practical and focused financial plan that inspires wealth creation through investing. We do all the work for you and you have the ability to play an active role in your investments.
- Comprehensive Financial Planning – Take control of your financial world. Together, we’ll create a personal financial plan tailored uniquely to your specific situation and goals. We provide a personal financial website, financially savvy tools and a calendar of events throughout the year to keep you on track.
Investment Planning is our unique approach to managing your finances in order to inspire wealth creation through investing. An advisor will come alongside you to get to know you and where you want to go. With a clear picture in mind, we will create a personal financial plan that will bring confidence to your financial life and which will enable you to invest and make your money work for you.
When you work with us through our Investment Planning service you receive:
- Comprehensive Financial Overview that determines where you are today
- Personal Financial Website created just for you, this website allows you to aggregate all the financial accounts in your life for a clear and central location
- Personal and Simple Financial Plan that secures your today and focuses on making your money work for you through investments
- Proactive and Ongoing Investment Management a financial expert always has an eye on your investments so you don’t have to.*
- Quarterly In-Person Reviews to make sure you and your investments are on track
- Genuine Relationship – We count our clients as some of our closest friends
No matter how much you have invested with us, the fee for active portfolio management is one percent annually of assets under management, or less.
*Discounts are given to Veterans and Pastors, as well as those who have over One Million in investable assets.
Comprehensive Financial Planning
You’re savvy and have a great job, but do you cringe when you hear the words Financial Planning?
We’re here to make financial planning fun and simple for families and entrepreneurs. We meet clients where they are in life while enjoying life over various activities.
Whether you’re juggling careers, bills, college savings account or starting a business and maximizing cash flow, we’ll develop and help you implement a plan that is just right for you.
With our Comprehensive Financial Planning you receive:
- Personal and Simple Financial Plan designed to show you the power of actionable financial advice
- Personal Financial Website that allows you to aggregate all your financial accounts into one clear and central location
- Trusted Financial Education provided to make you financially savvy
- Automatic Budgeting Tools with custom alerts and reports. Want all the benefits of a budget with none of the work? This is for you.
- Personal Online Vault used to store all of your important documents now and forever
- Monthly Portfolio Reviews that will determine actionable investment advice for you and to help you learn the value of having a professional investor on your side.
- Unlimited Support via phone/email(Within reason!)
- A Yearly Financial Calendar to keep you on top of your financial life.
We want to see you succeed!
Complimentary Portfolio Review
There are 3,700 publicly traded companies in the US alone and over 10,000 investment funds to choose from. No financial advisor can be familiar with all of the investment choices.
We believe your financial health is just as important as your physical health. You would get a second opinion on a major medical procedure and you should be doing the same with your investment portfolios.
We offer complimentary portfolio reviews to make sure you are invested correctly and to provide you with some investment ideas. Our complimentary reviews are delivered with no further obligations.