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Your Direct Line to Financial Guidance

Our mission is to create meaningful and lasting personal relationships that serve as the foundation for your financial planning. Our approach is deeply rooted in valuing independent financial thinking and predictable cash-flow modeling. Driven by our passion to help you realize a purposeful path forward, every question and detail matters when you work with us.

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How We Help You with Financial Planning

We see financial planning as a continuous part of your daily activities that brings purpose and hope to your big moments as well the small ones. Here are some of the areas we help with:

Planning for College
You may have already started a 529 plan or are at the beginning of your journey, either way preparing for your children’s college education is a smart move that we can thoughtfully guide you through.
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Preparing to Retire
Collaborating with you when you are ready to transition from earning income to living on savings, we can help you to position your investments and cash flow so you are ready to take this exciting step.
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Preparing for Tax Planning
Whether you are tax planning for your business or home, our predictable cash flow projections come in especially handy, putting you in an empowering position every time April wraps around.
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Estate Planning
Understanding the nuances of this emotion-filled time, we are thoughtful on ways to best protect your assets in your family’s interests while preserving your memorable legacy.
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401K Investment Strategy
As a business owner, navigating what’s important for your employees starts with a solid 401K which often leads to stronger retention and a greater bottom line.
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Buying a New Home
Buying a new home whether early on or later down the road brings a new adventure to any stage of life and we are here to make sure you are well positioned with the cashflow that you need.
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Don’t see what you are looking for above. We have explored and written about trending financial topics on our blog.
Check out these posts for more!

Experience A 3-Step Personal Plan Process

 Over the years, our team has been fortunate to be entrusted by our clients with their fascinating stories about how they envision a purposeful life. These stories coupled with our curiosity and passion inspire the creative thinking we bring to your planning.

We bridge the art of getting to know people with the science of analyzing financial information to find your true starting point. Your smaller money questions are just as important as the bigger ones as every detail counts for us and helps us to deliver an impactful assessment.

Complex financial decisions are then distilled into a clear roadmap plan that shows you where you are, where you are going, and how you will get to where you want to be. The plan is integrated and “alive” meaning it can go into effect as soon as needed and is evolving in real time.

Once the plan is mutually approved, we get to work, track and monitor and most importantly, stay in constant contact. Our cash-flow first approach a cornerstone to our planning because it ensures that we have empowered you with a realistic plan that captures your essence financially and personally.

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Meet Our Founder, Rick Bell

We’re here to serve clients as a fiduciary, and to manage and oversee all the client’s assets—without the boundaries of an overriding organization trying to limit clients to asset minimums. This allows us to color outside the lines, so to speak, and be more creative with our planning.”

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Discover our Unique Fee Model

Our relationships with our clients are unique and our pricing structure reflects the importance of our relationship-driven model. This structure allows for unbiased decision-making and an open line of communication so you don’t have to be concerned about the cost of advice.