Financial Planning

Have questions about insurance? We are licensed and experienced with health, life, disability, long-term care insurance, and annuities.  Although we will not sell you a policy, we will work with our partners to ensure you have the right coverages to protect against life's what-ifs.

Student loans are a weight on any borrower's shoulders. We, along with our network of student loan professionals, will guide you to make the best decisions regarding your loans. Do you want to pay them off early? As fiduciaries, we will help you do so in an efficient manner.

Whether you are just getting started or well into your income earning years, our custom portfolios and analytics can help improve the efficiency of your savings. Our team considers your goals, time horizon, risk tolerance, taxes, and more to provide comprehensive recommendations.

We want to help our clients save time and money. Many times, financial advisors will tell you to consult with your tax professional before making a decision. This is why we have partnered with Pruitt Cordell & Associates to provide tax planning and preparation for our clients. They also provide bookkeeping and payroll services at an additional cost.