Broker Check
 
 
Focus Clarity Simplicity

Lifestyle and Education in Focus

We don’t just want to help you live better financially; we want to help you live better in all areas of your life. Take a look at our blog to see what we are thinking about right now. 

Learn more

Next Level Wealth Management

We go above and beyond the standard of care in the financial services industry, not only in our culture but in our approach. We don’t just do the “usual”. Instead, we start outside the box and we stay out.

We know that our clients’ expectations are the key to the most successful relationship we can have with them. This includes not only what you expect from us, but your life, your future, and how you want to live along the way. Whether you need us to perform investment advisory, financial planning, risk management services, or top-to-bottom wealth management, we take you to the next level through our proprietary portfolios. Not only that, but we provide you with access to investment opportunities you cannot get from most other financial advisors.

We do this by acting with informed agility.

Contact Us

Who We Are

We are highly educated, deeply experienced financial professionals. We help our clients rise above simple wealth management and experience cutting-edge lifestyle management.


What We Do

We educate our clients and take the mystery out of investing, insurance, estate conservation, and preserving wealth.


Work With Us

We offer you a relationship with your wealth manager built on the foundation of integrity and the relentless pursuit of clarity, simplicity, and focus. Ready for a new experience?

Helpful Content

Investment Challenges of the Affluent Investor

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

Should I Pay Off Debt or Invest?

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Social Security: Five Facts You Need to Know

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

 

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

A Meal for All Generations

When it comes to generational differences, knowing the facts can be difficult.

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

The ABC’s of Auto Insurance

What kind of auto insurance should you have? Do you know?

View all articles arrow

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

View all calculators arrow

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

View all presentations arrow

When Markets React

When markets shift, experienced investors stick to their strategy.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

View all videos arrow