Service Times: 9am and 10:30am
6399 North Wells Road, Bigtownville, CO 32748

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An Educated Investor Is Our Best Client

As an investor, you can go anywhere for financial advice. Wall Street brokerages, giant insurance companies and online discount brokers are vying for your business. But what type of firm should you trust? At , we believe our business model is aligned with pursuing solutions that are in your best interest and presents a superior opportunity for you:

  • We are an independent, privately-owned firm with deep roots in this community.
  • We’ve built our reputation on trust, integrity, and a commitment to providing intensely personal service to every individual with whom we have a relationship
  • Referrals are a very important part of our business
  • As an independent advisory, we choose financial products that are best for you—unbiased by the demands and sales quotas that could be imposed by a corporate parent.
  • Our entire focus is on developing and managing a comprehensive financial strategy that meets your unique needs and we have no hidden agenda.
  • You receive personal attention and advice from professionals who come to know you.

You’ll Benefit From A Proven Discipline

provides you a structure toward achieving financial success by establishing a process and committing to following it through:

  • At our initial meeting, we come to know you and understand your concerns, and we begin to collect data about your financial resources.
  • At a second meeting, we drill down in details about your financial situation.
  • Solutions, financial plans and recommendations are presented to you in a third meeting.
  • Depending on your needs, we meet with you quarterly or annually to keep you on track.

Without a comprehensive process and policy for managing your financial affairs, you may not know if you can realistically expect to retire comfortably, support your children’s educational needs, or achieve your other financial goals. A financial plan does not assure you will achieve all your goals. But it does allow you to gauge whether you’re on track and what steps you need to take. And that often provides peace of mind.