Our Clients

We work with clients that value a financial advisor that helps them reach their financial goals. Our process is focused around a personalized plan designed to meet your needs, wants, and lifestyle. By working together to improve your financial wellness, we aim to have a positive impact on you and your loved ones' lives.

Our Process

Our process begins with getting to know you

Tell us where you want to go, and we'll work with you to develop a plan that suits your needs. As your life changes we'll adjust your plan, so it aligns with your new path.
 

Introduction Meeting

Planning Meeting

Implementation Meeting


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Our Services

We're here to provide guidance for all aspects of your financial picture

We partner with each client to help guide you through financial decisions no matter what stage you are walking through.
 

 

Financial Planning

We help clients align their work, family, health, and community through a financial plan. Understanding each client and family's intent helps our team develop and review the right path forward.
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Portfolio Management

We customize each portfolio solution around the client's goals. A clearly defined statement of financial goals and objectives matched with the appropriate time horizon.
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Retirement Strategy

Hitting a new life stage is one step. Building off your success and allowing it to continue to provide the life you want is the next step.
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Small Business Retirement Plans

Small businesses now have access to the same 401(k) plans as big businesses. Having a 401(k) plan can help recruit and retain employees. It gives employees the ability to personalize their retirement planning strategy and set retirement goals.  It can also provide employers tax advantages for offering the plan.
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Our Team

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Blog

How Tax Loss Harvesting Can Potentially Reduce Your Capital Gains Taxes

Ross Cutler |
Categories
Investments
Tax Planning
If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel overwhelming. But what if there was a strategy to potentially reduce some of those taxes? It’s called tax loss harvesting, and while the term might sound complicated, it's actually a fairly simple concept that could save you money. Let’s break it down. What Is Tax Loss Harvesting? Think of your investments like a fruit-bearing tree. Some branches...
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How to Reprogram & Improve Your Money Mindset

Ross Cutler |
Categories
Finance
Investments
Savings
What’s the first thing you think of when it comes to money? Are your thoughts more positive or negative? Whatever’s natural to you can speak to your money mindset. 1 And that money mindset can shape your financial views and habits. It can also reveal more about your values and beliefs, not just about finance but about life in general. 1 With that, understanding your money mindset can start to highlight where it may be...
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7 Milestones At Age 50 & Above

Ross Cutler |
Categories
Retirement
Birthday celebrations at 50 and each year after can be meaningful opportunities to reflect and feel grateful for life’s journey. Some also mark important milestones in retirement planning and your financial life. Here’s a look at why, with a focus on each milestone birthday after 50 and the role it can play in your overall financial wellness. Age 50: Catch-Up Contributions When you turn 50, you can start to make "catch-up" contributions to your 401(k)s...