Broker Check

Organize ~ Analyze ~ Capitalize

Do you have a clear financial picture? Do you know your Risk Number and how critical this number is to your overall financial success and peace-of-mind? Is your estate properly organized?

Our work starts with planning and understanding your situation, goals and objectives. We begin by organizing your assets then analyzing your needs. Next we determine your Risk Number through a sophisticated Riskalyze® analysis designed to correctly align your portfolio with your risk appetite and goals.

Financial Organization

Financial Organization

Organize & Analyze Your Financial Life

Asset-Map blends design thinking and personal finance, sparks meaningful conversations and efficiently illustrates your complete financial landscape in a simple, one-page snapshot. Asset-Map creates an interactive, visual experience to help you gain a better understanding of your unique financial situation to make better financial decisions.

We firmly believe in giving you the most accurate, full picture of you finances to empower your to make better financial decisions,

Focus on a your entire household and see how individual decisions impact each other, in addition to sharing your progress for their financial priorities in real time.

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Risk Alignment

Risk Alignment

The Risk Number Tool 

A Risk Number™ is cutting edge technology that identifies your acceptable levels of risk and reward with unparalleled accuracy. Using this tool, we ensure that your portfolio aligns with your investment goals and expectations.

With A Personal Risk Number™ You Will:

• Learn About Your Risk Tolerance

• Align Your Portfolio Correctly

• Meet Your Retirement Goals

Together we can take the guesswork out of your financial future.

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Estate Directory Service

Estate Directory Service

Making The Process of Estate Planning and Settlement as Simple as Possible

Let’s face it, estate planning and settlement can feel overwhelming. That's why our goal is to make the process of writing your Will, setting up your Trust, or settling a loved one's estate as simple and straightforward as possible.

Trusts, Wills, Probate, Guardianship, Estate Planning, End of Life Planning

Helpful answers to some of the most common and quirky questions around estate planning, so you can be confident in your decisions.

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Financial Planning Is Chess, Not Checkers

Comprehensive Financial Planning

Comprehensive Financial Planning

Your Financial Roadmap

Who is truly looking out for you? Is an Impartial Trusted Advisor looking out for your best interest? Do you see value in owning a Comprehensive Financial Plan coordinating tax, legal, insurance and investment choices? 

A Comprehensive Financial Plan Provides Clearly Defined Guidance

Together we can take the guesswork out of your financial future.

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Are You Ready to Start A Conversation?

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Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

    Financial Planning

    Retirement Plans

    Tax Plans

    401(k) Planning

    403(b) Planning

    College Plans

    Estate Plans

    Money Purchasing Plans

    Profit Sharing Plans


    Disability Income Insurance

    Life Insurance

    Long-Term-Care Insurance

    For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.   |  253-640-8437