2301 Sun Valley Drive
INDEPENDENCE YOU CAN TRUST
Open and Ready to Meet with You
We are your local investment and financial planning partner…big enough to deliver, small enough to care.
Seth Nightengale takes you through a video presentation of some of the options you may have if you leave a job, switch jobs, or if you unfortunately lose your job.
You may have a few questions about the new CARES Act that was just passed. This article lays out its key components. Come take a look.
Personalized Financial Services
Financial Services, tailored to you
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.
Get caught up on the latest market news with insightful and entertaining articles that we put out each week.
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