We are an independent firm, which means that we work for YOU, and no one else! Because we don’t represent any one fund company, we are free to make recommendations that best fit your needs. Not only do we value and uphold your best interests, but we are also legally bound to do so. We are held accountable for any and every decision we make. As a Christ-centered company, we seek integrity in every area of our lives. Transparency and honesty about how we operate are high standards that we hold ourselves to. Together, our team has a combined total of 15 years serving hundreds of clients. However, rather than resting on our experience, we choose to be actively learning about this evolving industry and finding new ways to improve our clients’ financial outcomes. Technology plays a huge part in making our recommendations clear, understandable, and accessible. We desire to give you peace of mind by streamlining our process as much as possible. We genuinely love what we get to do, and we also love our clients! Relationships are the foundation of our practice, and we do not take that lightly. We are a small firm with a big impact - and we'd love to meet you!