Objective Financial
Advice You Can Trust

Develop A Plan That's Right For You.
Achieve Financial Freedom.
Retire with Confidence.

WHO WE ARE

We are committed to providing our clients with entirely objective advice that is tailored specifically for them individually.  We measure our success in terms of how we help you achieve your goals.

To maintain this objectivity and complete focus on client goals, we work on a “fee-only” basis, which means we do not sell any product or accept any commissions.  This allows us to remain totally free from any conflicts of interest.

If you’d like to work with us, we can promise that we will do our very best to help you develop a plan that’s right for you, achieve financial freedom, and retire with confidence. We look forward to hearing from you!

AS SEEN IN

WE HELP YOU WITH

Financial & Retirement Planning: Develop the Plan You Want
Investment Consulting: Improve Your Investment Performance
Tax Planning: Minimize Your Taxes
Insurance & Risk Management: Protect Your Family with the Right Coverage

BENCH TALKS: PRACTICAL FINANCIAL ADVICE

Financial Planning & Delayed Gratification

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YOUR TEAM

Scott Sommers

Partner

Greg Welborn

Partner

Linda Neuenburg

Senior Advisor

Chad Germann

Senior Advisor

John Griesinger

Senior Advisor

Chris Siraganian

Associate

Kathy Hart

Administrative Assistant

Danny Beckwith

Advisor

START WITH A FRIENDLY CONVERSATION