About Us

We’ve changed a lot over the years. We started as a securities firm that offered insurance before becoming a financial and investment planning firm. But regardless of our offerings, we’ve always been committed to doing the right thing to the best of our abilities.

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Our Process

Before we can create a plan that fits your facts, we want to know a little more about you. Once we know your goals, we’ll put together a no-obligation, no-cost plan so you can see if our approach is a good fit for you.

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Financial planning doesn’t have to be complicated

Navigating toward your dream retirement while still enjoying life in the moment is a balance. We’ll help you create a strategy that considers all aspects of your financial picture so you can not only pursue your goals but also support the people and causes that matter most.

By creating a carefully considered, long-term strategy based on your facts, and providing ongoing reviews, we’ll support you as you move to and through retirement.

This is what we do

Team

With the right plan, you can pursue the retirement lifestyle you’re dreaming of.

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Recent Blogs

Six Estate Planning Assumptions Worth a Second Look

By Patrick Beauchamp on
Categories
Estate Planning
Family
Insurance
Retirement
Tax Planning
It's easy to set estate planning aside once you've done a version of it. You sign the paperwork. You name a beneficiary. You mentally close the file. The only thing is, the file keeps changing. Accounts get opened. Families grow. Laws shift. And in the space between signing and revisiting, a handful of reasonable-sounding assumptions can start to stand in for an up-to-date plan. Here are six of those assumptions, along with what tends to...
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More Than a Number: The Four Risks That Shape Your Retirement

By Patrick Beauchamp on
Categories
Retirement
Risk Management
Health
Investments
Finance
Many people can tell you their portfolio balance. Far fewer can tell you what else determines whether their retirement actually works. That's understandable. The balance is the number on the statement. It's concrete, and it feels like a score. But judging retirement readiness by that one figure is a little like judging your health by your weight—useful, and nowhere near the whole story. A framework published in the Journal of Financial Planning offers a wider...
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What to Do With Your Next Dollar: A Financial Order of Operations

By Patrick Beauchamp on
Categories
Finance
Savings
Investments
Retirement
Risk Management
What do you do when you earn well and have generally dialed in the fundamentals: save, invest, reduce debt, stay protected? The challenge was never knowing what to do. It's knowing what to do first, and in what order. That's a harder question than it looks. Each of these priorities is sound on its own. Max out the retirement contributions. Pay down the balances. Build the cushion. Put money to work in the market. But...
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