What kinds of clients do you work with?

People in all stages of life!
Young people fresh out of high school or college have time on their side and can greatly benefit from basic financial education and a plan for the future.
Newly married couples and parents of school-age children can implement a financial plan and start the savings process, in addition to securing life insurance products to protect their growing families.
More mature adults can focus on retirement funding, including annuities and estate planning.
Whether you have $50 per month to work with, or you just won the lottery (or something in between), we can help!

Is there a fee to meet with an advisor?

Consultations are always free!  You can meet with one of our wealth managers in person, via phone, or virtually to discuss your unique situation and decide if you would like to work with us.

What should I bring to our first appointment?

Bring whatever you are comfortable sharing to help us understand your financial needs - bank or retirement plan statements, life insurance policies, monthly budget information, etc.   You can provide specific information or general ideas to see if we are a good fit for you.