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A Holistic Coaching & Investment Firm

How We Work

Our firm specializes in helping individuals develop sound retirement strategies and rational decisions in the presence of competing and difficult to deal with emotions. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on helping our clients manage their emotions and their decision making around money management, as well as other issues that are critical to your financial well being.

Behavioral Finance

Certainty of Uncertainty

Smart Money Philosophy

The Alignment Model



Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans


Disability Income Insurance

Life Insurance

Long-Term Care Insurance

Behavioral Finance Advice

Much of your financial success has to do with your behavior more than the investments you are selecting or any other factor. So focusing on your behavior will allow you to have a better chance to achieve your goals. Behavioral financial advice will help us understand your behavior and allow us to take steps to pursue your goals.





All our lives we’ve been told to “invest in the stock market” or “buy mutual funds” but what we’ve been taught isn’t necessarily in our best interest. If you’re ready for a different approach to investing, one that uses academic principles and proven strategies for portfolio growth, complete the contact form below and we’ll be in touch within 24 hours.


Financial Planning

When we think about financial planning, we often think about retirement. But there are a lot of adventures between now and retirement: college funds, family vacations, your dream home, or saving up for a business acquisition to name a few. The best athletes have coaches, and a financial coach will help you reach your dreams. Contact us to setup an initial meeting.



Insurance is there in case life throws us a curveball. We can still stay in the game without destroying the wealth we’ve worked so hard to create. Find out what types of insurance are right for you and your family.

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Contact us for more information about our firm and the services we offer.

We welcome the opportunity to speak with you.  |  866-664-6711

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