We Work For You 

We Work For You 

Our team has a collective 80 years of experience in the financial services industry. We can advise you on a range of issues, from retirement planning to insurance coverage to effective tax strategies. 

Whatever your goals, we can help you put together a plan with minimal hassle and maximum results. 


Check Out Our Video Rotator Below

Our short videos are engaging and informative and will prompt you with questions to ask your advisor.


A New Approach to Planning

Our services range from financial planning to investment management. No matter what, though, our focus is always you.

Our Process

We create strategies that are tailored to your needs and goals. 


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Our History

Years of experience have prepared us to guide you through your life transitions.


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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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WHAT OUR TEAM HAS TO SAY


  • “It’s my goal to make sure every client feels heard and understood.”

    - Mindy Mathers

    CEO

  • “We put our clients’ interests first and are honest about what they can expect.”

    - Fred Frankel

    Financial Advisor

  • “Our job is to watch for your blind spots and always have your back.”

    - Bill Buxington

    CEO

Take Our Natural Disaster Preparedness Quiz!

Are you prepared for the next natural disaster? Our quiz will help illuminate just how ready you are when Mother Nature strikes.

TELL US HOW WE CAN HELP YOU TODAY

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