AS CERTIFIED FINANCIAL PLANNERS, WE PRIDE OURSELVES ON BEING A FIDUCIARY ON BEHALF OF OUR CLIENTS. Which means we only make financial recommendations that are in your best interest. Our goal is to help you navigate all the stages of your life with a strong financial footing, so you build a better future. We are a holistic, independent, transparent, firm that focuses on finding the best investment vehicles and creating custom plans to meet your goals. Our Services Income Sources: Defined Benefit Plan, TRS, Pensions, Inheritance & Social Security Retirement: IRA, Roth, 401(k) & ORP/403(b) Debt/House: Credit Cards, Student Loans & Mortgage Loans Personal Accounts: Brokerage Accounts, After Tax Accounts, College Planning & Emergency Fund Risk Management: Life Insurance, Long Term Care, HSA & Long/Short Term Disability Property & Casualty Insurance: Utilizing an outside P&C agent for Flood, House, Vehicle, Art, Jewelry, Umbrella Tax Strategies: Utilizing an outside Qualified CPA for Tax Implications on Financial Decisions Legal Strategies: Utilizing an outside Estate Planning Attorney for Wills & Trust Power of Attorney Our clients always come first.