We explore the spectrum of financial planning because there is more to your plan than just investments. A wise group of people across the country who are committed to pursuing financial well-being. People who desire professional guidance and understand the value of independent, objective advice. They prefer flat, transparent fees that eliminate conflicts of interest.
If that sounds like you, let's talk.
If that sounds like you, let's talk.
Services
My Goal: provide the best financial advice by eliminating product sales, commissions, percentage fees, and the one-size-fits-all approach. I strive to give straight talk, honest answers, and put my clients' interests first. After our wedding at the College of the Ozarks in 1997, my wife Darci and I moved from Branson, Missouri to her hometown of Phoenix, Arizona.
As a small firm by design, we limit the number of Ongoing and Project engagements so we can properly serve clients and enjoy time outside the office. There may be times, despite how much we'd love to work with you, when we say "no" or "not yet". If that occurs, we'll plan to start an engagement in the future or introduce you to other qualified providers.
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