Reach the Summit of Financial Freedom

Providing clients the education and strategies to navigate the journey of retirement and college funding.

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Retirement Planning with Investment Management

Understanding what your goals are and executing a plan to achieve them.

College
Planning

Utilize strategies for simultaneously saving for retirement and college funding.

Legacy
Planning

Making sure you and your beneficiaries are covered in any unforeseen circumstances.

Mission & Values

Mission: To provide our clients financial confidence so they can pursue their life goals, secure in the knowledge that they have a strong plan in place. With open communication and trust their financial assets are managed in accordance with that plan.

Values: How we treat our clients can be summed up in three words: Accountability, Transparency & Consultant (ATC). Not only do we hold ourselves accountable, but also our clients in sticking with their plan. We will have answers and be transparent in every recommendation, and we will act as an impartial consultant, whose only pursuit is helping our clients reach their goals.

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An Air Traffic Controller & Financial Advisor

Retirement and college planning can feel overwhelming at times. There are many moving parts that need to be managed to ensure everything is working together. Just as an air traffic controller assists in a safe flight, my fiduciary duty ensures the financial roadmap we create for your financial journey is as turbulent-free as possible.

After our meetings, you should feel confident that your plan is built with your priorities in mind. For all our clients, the number one service we provide is education. My goal is for you to be well informed, to be able to describe your savings strategy to anyone who asks. The strategy doesn’t have to be complex, to be successful.

Creating and executing a plan are the most important job duties in both air traffic control and financial planning. The plans are constantly evaluated as new information is received. However, by staying focused on the destination, these changes can be managed without much disruption.

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Your Goals Matter
Don't Trust Them With Just Anyone

Let us prove to you that we are the partner that can help make your financial goals a reality.