3380 Trickum Rd
Our goal is to create quarterly newsletters that are both educational and exciting! Our firm takes a holistic approach to financial planning, meaning that we help our clients answer questions like "where am I going" and "what do I want" in order to better help them leverage their money to accomplish their life and retirement goals.
We express our love of finances and a purpose-driven life through our newsletters. They are filled with news on the economy, inspiring stories, volunteer and donor opportunities, investment product features, our financial workshops, city event calendars, and fun quizzes!