Who We Help

Our clients come to us with a wide range of financial goals such as:

  • Planning for retirement, including accumulation and distribution strategies
  • Managing retirement or inherited assets
  • Seeking relief from the stock-market roller coaster
  • Developing a road map for the most important financial goals in life

Regardless of their goals, our clients have one thing in common: the desire to work with a trusted advisor who can help them make smart financial decisions and manage their assets with a disciplined strategy designed to protect and maximize wealth.

Though our clients are diverse, we have particular expertise working with:

Young Professionals       Pre-retirees and retirees       Business Owners

We also implement and manage trusts, as well as retirement and pension plans.

Our clients pay either a flat fee for financial planning services or an investment fee based upon a percentage of assets, and all investment accounts are held at TD Ameritrade.

If you are serious about securing your financial future, we invite you to review our frequently asked questions and contact us for a complimentary initial consultation to discuss your financial goals and investment portfolio.

Listen Live

Listen live to Chad and Rob Monday through Friday 6 to 9 A.M. onKDOW 1220 for opinions on critical money issues and a fresh perspective on Wall Street headlines. Have financial questions of your own? Call 1-800-516-1220 to talk to Chad live on the air.

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