THE WEALTH TRANSITION COLLECTIVE
Empowering You to Live the Life You Envision
We take pride in creating a tailor-made solution based on your life’s purpose, the dreams you want to realize, and the legacy you want to leave behind.
What We Do
We specialize in financial planning, investment management, insurance strategies, legacy planning and medicare and social security planning.
Financial planning is a long-term process of wisely managing your money so that you work towards your goals and manage the financial obstacles that arise in every stage of life.
How we ultimately shape your investment portfolio is based on your personal needs and goals, which we’ll discuss with you in detail during our meetings together.
In addition to protecting your survivors in the event of your death, life insurance can help you meet a variety of other financial goals.
It’s never too early to plan for the future of your family and business. Do you know what will happen to your assets when you’re no longer able to manage them?
We design and manage corporate retirement plans, acting as co-fiduciaries. Our services help your company retain key employees.
What Makes Us Different
Our independent approach to client service, combined with the strength of our partnerships and education, gives us a key advantage over the typical financial advisor.
Independence
We do not have any proprietary products. Our loyalties are with our clients.
Client Focused
The barometer of our success is measured by whether or not we help our clients achieve desired outcomes.
Transparent
No need to wonder about what expenses you will pay with us because we lay it out for you.
Key Partnerships
We maintain key business partnerships with nationally recognized firms.
Committed to Education
Applied knowledge is power and we want our clients to be “in the know” and empowered to make the best decisions.
Our Team
We are proud to have fostered a culture that values teamwork, collaboration, and integrity. Our advisors are committed to ensuring our clients get the right strategy, plan, and attention according to their unique needs. Our team is comprised of financial professionals who have earned their AIF® Certified Financial Fiduciary® CRPS® and CPFA™ designations.
Our Process
We know that with better guidance, you can live a better life. Driven by evidence and fueled by your ambitions, our team will seek to continuously optimize a wealth strategy distinctly tailored to your needs. Helping you focus on the now and letting us help you prepare for what’s next.
1
Introduction
2
Discovery
3
Data Gathering
4
Proposal
5
Implementation / Monitoring
Insights
We are big proponents of financial literacy. For this reason, we share helpful content on a regular basis with the goal of educating our community on common financial topics.
Ready To Get Started Living Your Dream Life?
Send us a message and we’ll be in touch.
