There is no cost for the first meeting and we will spend up to an hour to learn about you, your goals, and discuss how we may be able to help you.

We will go through a planning process focused on building a strong foundation. This will consist of at least 4 meetings and we can schedule additional meetings as needed.

The planning process is valid for 12 months, however our goal is to build a long lasting relationship for life.

The term fiduciary is commonly referenced when working with someone who handles your investments. A Fiduciary is contractually obligated to put your best interests before their own. We offer products and services held to a fiduciary standard.

There are three ways we receive compensation:

1) A Planning Fee that is charged monthly for 1 Year and can be renewed each year.

2) Insurance Products including but not limited to Life Insurance, Long Term Disability Insurance, and Group Benefits.

3) Investment Products including but not limited to 401ks, IRAs, Roth IRAs, and Non-Retirement Investment Accounts.