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Financial Strategies

Effective solutions for every stage of life.

Investment Advice

Smart financial advice for the discerning investor.

Estate Planning

Preserve a legacy that will last.

VIP Client Process

Discover

We'll work closely with you to understand your goals, values, current financial status, income needs and the future you imagine for yourself.

Plan

We'll develop a written plan or proposal that will be presented to you outlining recommended strategies and benchmarks we'll measure.

Implement

We will select the tools and resources needed to implement your strategy and to help meet your unique needs and goals.

Monitor

We will regularly review the progress of your plan against benchmarks and changes in your life, and make adjustments as needed.

You Deserve Your Own Financial Strategy

You Deserve Your Own Financial Strategy

No two people are the same, so why would you want someone else's financial strategy? After all, with different careers, life path, and goals, you need advice tailored to your situation. That's why we seek to simplify the complex, while also providing a level of service rarely seen in the financial industry.

Ready to get started? We are ready to help.

Contact Us

Learning Center

We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

Can I Refinance My Mortgage?

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.
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The Junk Drawer Approach to Investing

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.
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Diversification, Patience, and Consistency

Diversification, Patience, and Consistency

Three important factors when it comes to your financial life.
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Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
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Retirement Accounts When You Change Your Job

This video discusses issues related to your retirement accounts when you move on from your job.
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Timing Your Retirement

This short video illustrates why knowing when to retire can be a crucial part of your strategy.
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Meet Our Team

Brian Freeman

Brian Freeman

Financial Advisor

Frank Baird, CFP

Frank Baird, CFP

Financial Advisor

Mark Vannauker

Mark Vannauker

Financial Advisor

Ruta Didzbalis

Ruta Didzbalis

Office Manager

Download our Free Social Security Ebook!

Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.

Questions? Comments?

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