2301 Sun Valley Drive
INDEPENDENCE YOU CAN TRUST
Experience to provide perspective.
We are your local investment and financial planning partner…big enough to deliver, small enough to care.
We provide our clients with the clarity and confidence they need to help them make successful financial decisions.
Obtaining investment information is easy, choosing the investments that are right for you is more difficult.
Personalized Financial Services
Financial Services, tailored to you
SmartVestor Pros provide a refreshing twist on financial planning.
With a SmartVestor Pro, you know for sure you’re getting the same type of advice Dave Ramsey would give. They have the heart of a teacher, not the attitude of a salesman. They're also more than just a "financial planner", they're someone you can relate to and share your dreams with.
The Risk Number helps us ensure that your portfolio aligns with YOUR investment goals and expectations.
Built on a Nobel Prize-winning framework, Riskalyze quantifies the semantics of the financial advice industry, replacing confusing and subjective terms like “moderately conservative” and “moderately aggressive” with the Risk Number, a number between 1 and 99 that pinpoints a client’s exact comfort zone for downside risk and potential upside gain. Advisors then build an investment portfolio to match the client’s Risk Number and chart a clearly defined path to the client’s goals
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.