We Share Your Personal Values
As an independent firm, we can take the time to get to know you and personalize financial solutions to your unique needs. We are your partner—this means we will tell you the truth and share your values to live simply, work diligently, and give generously.
Focus On Today to Build Your Future
Many clients would rather be spending time with family and friends or engaging with their communities, and don't have time to actively manage their long-term plans. We simplify the complex world of finance so you can cultivate financial confidence and live a life you enjoy.
Starting Out
Growing Wealth
Nearing Retirement
Living In Retirement
A Process That Fits You Today & Tomorrow
We base our recommendations on your goals and risk tolerance, prioritizing what’s important and maximizing the potential in your assets. Then, we craft a plan that removes complexities and puts you on a good course. We’re here to help you navigate life’s unknowns with confidence.
Organize
We start with open conversations about your financial situation and a thorough analysis of your current assets.
Prioritize
We want to know the nitty gritty, what keeps you up at night, and what you value so we can personalize your plan.
Analyze
Financial documents, current plan and strategies, insurance, and other possible assets are weighed carefully.
Develop a Plan
All investment recommendations are presented in a transparent and simplified manner so that you are comfortable with the details.
Implement
Should you choose to work with us, we can take all we've outlined and discussed and put it into action.
Monitor & Adjust
Life brings the unexpected. That's why we'll continue to meet and stay ahead of your goals, together.
Thriving In Retirement
Retirement is all about protecting your nest egg through supplemental income and budgeting. Supplemental income includes qualified retirement plans, social security, personal savings, and investments. But how do you know if all of it is enough? That's our specialty. Our planning tools and experience help to clarify this question and give you confidence to live the joyous and generous retirement life you've worked for.
Transparent Planning & Consulting Costs
The initial appointment is complimentary. After meeting with Mark, he and his team will have a good idea of what the next steps should be and will formulate a plan of action with your input.
If a comprehensive plan is warranted, our normal hourly fee is $200.00 but is capped at $1500.00 for the initial plan. The plan will have clear action steps to follow that may involve: budgeting and cash flow management, tax planning, estate planning, retirement planning/projections, insurance analysis, investment recommendations, and college savings plans.
If investment services are necessary, Mark will disclose any additional costs at that time.