Being an Accredited Investment Fiduciary and CFP Professional means that we position ourselves on the same side of the table as our clients. We help you with investment planning, minimizing taxes, and maximizing your legacy by working with accountants, attorneys, and other trusted advisors. Have confidence in knowing your money is held with an established institution you can trust:.
Michael and Lisa didn't think about retirement. They have a thriving business and life is going well for them. But now as they sit at their daughter's wedding, they start to realize that they want to have more time to spend with their family and they need a game plan on how to approach their business.
Michael and Lisa didn't think about retirement. They have a thriving business and life is going well for them. But now as they sit at their daughter's wedding, they start to realize that they want to have more time to spend with their family and they need a game plan on how to approach their business.
Services
The age-old expression of "it takes a village" is not only true in raising a family, but it is also true in financial planning. There are many partners in your journey to creating a legacy, financial advisors, estate planners, tax specialists, asset managers, insurance specialists, and portfolio managers.
We are here to be your trusted advisor that shines a light on the obscurities of your financial world. If you are interested in learning more, please feel free to complete the information questionnaire below. We look forward to talking with you in the future! Thank you for taking the time to review our site and video.
THE PURPOSE: To provide both of us an opportunity to get to know one another, review your situation overall, explain our compensation model, and answer any questions you may have. THE DELIVERABLE: If we both agree to move forward in our process, we will work with you to provide a no-cost and no-obligation retirement plan and tax evaluation.
Reviews (3)
Reagan Judd
Jan 23, 2021
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Positive: Professionalism, Quality, Responsiveness
I highly recommend this wealth management team! Friendly, patient and smooth process working with them. Andrew brought our family a very high level of expertise that we had been looking for. What we appreciated the most was the patience, the thorough recommendations, and the attention to detail when it came to our financial plan.
I highly recommend this wealth management team! Friendly, patient and smooth process working with them. Andrew brought our family a very high level of expertise that we had been looking for. What we appreciated the most was the patience, the thorough recommendations, and the attention to detail when it came to our financial plan.
Chris Baker
Sep 22, 2020
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Positive: Professionalism, Quality, Responsiveness, Value
Can't recommend Andrew enough! He has been a trusted advisor to our family for years and we have referred him to countless friends and family; knowing they will always receive the same fantastic level of service and care. We feel very secure knowing Andrew has our financial planning well in hand. Thank you!
Can't recommend Andrew enough! He has been a trusted advisor to our family for years and we have referred him to countless friends and family; knowing they will always receive the same fantastic level of service and care. We feel very secure knowing Andrew has our financial planning well in hand. Thank you!
Mike Shamp
Jul 15, 2020
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Positive: Professionalism, Responsiveness
Andrew truly cares about the success of his clients and makes every effort to ensure that our investments match our needs and desires for the future.he He is the first person we contacted when we sold our investment home and were looking for advice on how to re-invest our profits. Highly recommend his services.
Andrew truly cares about the success of his clients and makes every effort to ensure that our investments match our needs and desires for the future.he He is the first person we contacted when we sold our investment home and were looking for advice on how to re-invest our profits. Highly recommend his services.
