What is AtwoB? “AtwoB” is your personal financial journey and destination. “A” is your starting point – or where you are today. “B” is the destination that best represents your future financial needs, wants, and wishes. Your “AtwoB” is personal, unique and fun – and importantly, no two are alike. It can include just about anything you can think of. Retirement. College. Travel. Real Estate. Charity. Or whatever might be important to you… But how do you get from A to B? We’ve built an integrated financial planning, investment and tax platform designed to help you take Action, Build your plan, and find the right Balance of risk and reward for your investments. Our fully-integrated process is designed to place you on the path to complete financial fitness. Financial planning forms the foundation of the experience, investments help to accelerate your financial progress, and everything is managed with a keen tax-awareness to maximize long-term effectiveness. We believe that the sum of these services, if coordinated and working together, is undoubtedly greater than the individual pieces by themselves. Importantly, our all-inclusive service approach is driven by a caring, well-qualified financial professional.