Helping You Achieve Your
Retirement & Financial Goals

Helping You Achieve Your Retirement & Financial Goals

We provide 100% objective retirement planning and investment consulting services, specifically tailored to your unique situation, needs and goals. We specialize in helping people planning for retirement, or already enjoying retirement, as well as families and professionals in earlier phases of life. We provide exceptional personal service and maintain the highest professional and ethical standards.

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

The Benefits Of Working With Us

The Benefits Of Working With Us

We Provide 100% Objective Advice

As a fee-only financial advisor, we do not sell any products or accept any commissions. Instead, we provide advice and create a financial plan which reflects the client’s specific situation.

We Look at the Whole Picture

We work to understand the totality of the client’s situation and to develop a comprehensive plan which will actually help them accomplish their goals.

We Give Advice Whenever You Need It

Our mission is determined by the client’s needs, not by a product sales cycle. When you need advice, or just want a second opinion, you get it. You’re never stuck paying for services or products you don’t need.

We Provide 100% Objective Advice

As a fee-only advisor, we do not sell any products or accept any commissions. Instead, we provide advice and create a financial plan which reflects the client’s specific situation.

We Look at the Whole Picture

We work to understand the totality of the client’s situation and to develop a comprehensive plan which will actually help them accomplish their goals.

We Give Advice Whenever You Need It

Our mission is determined by the client’s needs, not by a product sales cycle. When you need advice, or just want a second opinion, you get it. You’re never stuck paying for services or products you don’t need.

Start with a Friendly Conversation

We believe that every client is unique. We want to take the time to get to know your concerns, goals, and dreams. We don’t try to make one size fit all; we take the time to learn about who you are, what you need, and whether we can help you with your retirement planning needs. Successful retirement planning all starts with a friendly conversation.

Start with a Friendly Conversation

We believe that every client is unique. We want to take the time to get to know your concerns, goals, and dreams. We don’t try to make one size fit all; we take the time to learn about who you are, what you need and whether we can help you. It all starts with a friendly conversation.

Request Consultation

Scott Sommers

Principal

Chad Germann

Senior Advisor

Linda Neuenburg

Senior Advisor | CFP®

Danny Beckwith

CFP®

Chris Siraganian

Associate | CFP®

Greg Welborn

Principal

John Griesinger

Senior Advisor

Kathy Hart

Client Support

Featured in:

Featured in:

Are your investments on track?

Our investment questionnaire will help determine whether your portfolio is structured properly.

Begin Investment Questionnaire

Latest Blog Posts

how and when to choose a property management company
Preparing For Retirement
July 30, 2021

How to Choose a Property Management Company

Operating a rental property is challenging work because modern buildings are unrelenting in their demand for care. The property needs to be protected from seasonal weather changes, wear and tear,…
dollar bill being eaten away by inflation
Investing & Market Commentaries
July 19, 2021

Economic Commentary – The Economy & Inflation

We hear two major themes in the questions being asked by clients these days: is the stock market heading for a correction, and what will inflation do? While we’ve written…
How Long will $500 000 last in retirement
Investing & Market CommentariesPreparing For Retirement
May 7, 2021

How Long Will $500,000 Last in Retirement?

How long will $500,000 last in retirement is a great question to be asking as you approach, or are in, that 50s decade of your life. This is where it…
LIFE ENRICHMENT DISCUSSIONS

The Bench Talk Video Series

Watch Videos
We’re Here To Help