Our Team
As a family we seek to serve rather than to be served. If you chose to join our family, we will make it our aim to serve you. When we earn the trust as your financial shepherds, we will help you define your financial goals and objectives that are in line with your values. To do this we will ask you a wide variety of questions to uncover what your vision is for your life. This will give us the understanding we need to develop a plan that is tailored to fit your unique needs and preferences. We are excited to offer our clients comprehensive financial planning resources to help achieve the vision they have for their lives. Your trust in us is the foundation of our relationship and we look forward to building that over time as we serve you!
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What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Business Retirement Plans
We are committed to working with your organization to deliver innovative, results-oriented strategies. Our step-by-step process has been developed to help you reach your goal of offering a well-designed plan, with high-level service, that helps your valued employees achieve financial security.
College Saving and Funding Plans
As the price of education continues to rise, affording the cost of college requires a customized plan to meet your funding needs, while balancing other expenses and goals.
Financial Planning
No matter where you are in life – we’re here to help you every step of the way. We have the knowledge and experience to analyze your current financial situation, and provide a personalized plan designed to meet your specific needs.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Financial Management 101
Establishing Clear Financial Goals
Hear from Dougie on the importance of establishing clear financial goals.
Establishing a Budget
In this video, Dougie explains why creating a budget is so important from a young age and provides some guidance on how to do so.
Establishing a Financial Safety Net
In this video, Dougie explains the importance of creating an emergency fund to be prepared for unexpected emergencies. This is a great habit for young adults to build in their early financial years.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
December 10, 2024
9 Considerations for 2024 Year-End Tax Planning
The end of the year is a great time to start thinking about your taxes for the upcoming year. Here are things you can do now to get on track for 2025.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
October Investment Perspectives
We take a closer look at economic activity in China, the potential changes to tax exemptions and what that might mean for munis, and how earnings expectations drive stock prices.
Status and Investment Implications of Infrastructure, Clean Energy, and Semiconductor Spending Acts
In this special report, our Investment Strategy Groups discusses the investment impacts of recent major government spending initiatives.
Here’s What You Can Do to Prevent Check Fraud
Instances of check fraud are on the rise in the U.S. Here are some best practices to help you avoid becoming a victim.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.