Family Portrait

Investing and planning for your financial future can be complex and confusing with ever changing tax laws, market uncertainty, and the unknowns of life. Now imagine creating a road map to address those concerns, with a goal of providing a secure financial future focused on maximizing family value, minimizing taxes, and increase charitable giving.


Whether you’re building your nest egg, preparing for retirement, or preserving your estate for you and your family, we can help you. Our trusted advisors work with retirees, trustees, business owners, and new investors.

Personal Financial Services

Personal financial planning is a smart move for you, regardless of age. 


No matter where you need guidance, we can help.

Investment management ⌄

As an independent advisor and fiduciary, we help you try to avoid mistakes such as chasing the market, panic selling, or taking too much or too little market risk. Our diversified investment portfolios are carefully crafted to weather the storms during market down turns, and capture the upside gain during market growth.

We use advance analysis tools that will identify your investment risk tolerance and monitor your risk level across all of your investment. By incorporating the risk of all your investment accounts, we are able to make recommendations based off your entire portfolio rather than the objectives of one account.

Financial Planning ⌄

We start with you and develop a deep understanding of where you are and where you want to go. Then we discuss concerns such as retirement, higher education, long-term healthcare needs, and legacy planning. We create a custom wealth plan that includes not only investments, but also advice to help you grow and protect your estate, minimize taxes, and optimize giving.

Guidance for Giving ⌄

There is no better feeling than knowing that your money is being used for a greater good. Even the smallest amount given can change someone’s life for the better. We can easily help you set up a plan where charitable giving is incorporated into your finances. We would love to create a personalized giving strategy for your charitable giving no matter how or what you choose to give!

Life Insurance ⌄

It’s generally not a question of whether you need insurance, but rather how much protection you need and deciding on the appropriate type. Life insurance is a way to protect your loved ones financially after you die and your income stops. Protecting your assets is important when considering your financial planning objectives. We'll give you access to a wide variety of coverages personalized for each client we work with.

Retirement Plans ⌄

We offer the following daily valuation retirement plan services for businesses, non-profit organizations, and churches. We provide services for the following retirement plan accounts: • 401(k) • 403(b) • 457 • Profit Sharing • Cash Balance Plan • Church 403(b)(9) Plans* *Unique features of Church 403(b)(9) Plans: • The Employer can determine the eligibility of employees based on flexible criteria • Minister & Missionary participants tax-sheltered contributions are not subject to Social Security tax • Minister & Missionary retirees may have retirement benefits designated as a tax-free housing allowance for qualified housing expenses. Call today for a quote to convert your plan or start a new plan. No plan is too small.


Family Wealth Design


We believe true wealth is created on purpose, and that it's more than just the accumulation of assets. We want to take time to listen and help you strategically align your wealth with your values, for the primary purpose of enhancing your life experiences and building your lasting legacy. 

Most investment firms will start with step 1 and help you to get an assessment of where you are, but then they move you quickly on the straight path to investment management based on your current circumstances.

We believe there's a higher way to not only manage investments, but also gaining a deep understanding of where you are and where you really desire to go.

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When you choose to take the higher way of Family Wealth Design®, we'll discuss your concerns and long-term needs, hidden dreams, and legacy planning. We'll show you various scenarios to ensure you have a clear path to move forward comfortably, and then help you craft a wealth plan to take action. This includes investments, but also advice to help you achieve financial dreams, grow and protect your estate, minimize taxes, and optimize giving. We will help you build a true legacy that goes beyond you. 

More about our steps


The first phase of our planning process is to help organize your finances. We'll identify and assess all the pieces in your financial picture then deliver a detailed report to you.



After the assessment, we perform a gap analysis to determine if you are able to achieve your goals with your current income, assets and investments.  

Our gap analysis will identify potential areas of concern that may prevent you from achieving your financial goals.



The solution phase is where the value of planning magic happens.

We'll identify the pathways that will increase your likelihood of achieving your financial goals, and collaborate with your attorney, CPA, and trust officer for the best solutions. This becomes your personal Family Wealth Design.



Plan implementation is a critical part of your success.  Your personal Family Wealth Design® plan includes a set of recommendations that will need to be implemented by your professional team of advisors.

We'll help you implement your plan and continue to collaborate with your professional tax, legal and trust advisors to help ensure full implementation of your financial plan. 


Let's get started today    (530)223-1222