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

4 Pervasive Myths About Inflation

Ross Cutler |
Categories
Investments
Finance
4 Pervasive Myths About Inflation Inflation can feel inescapable these days. For most of us, it also feels like inflation is higher and more persistent than it actually is. 1 That could be because we’re seeing higher prices practically everywhere. 1 Despite our experience, though, that misperception can actually harm us. It can also be bad for inflation in general. 1 That’s because thinking inflation is worse than it is can stoke our fears of...

How to Beat Investing FOMO: The Power of Patient Wealth Building

Ross Cutler |
Categories
Investments
Finance
Can you relate to any of the following? “I should have bought that stock before the company went public!” “What a shame — I wish I had invested in that new tech before it went mainstream!” What’s the next “unicorn” that will make a fortune?” It’s common to feel this way. Many of us experience “fear of missing out” — or FOMO — in our financial lives. 1 When we do, it can cloud our...
Digital art image of a business person looking through a large set of binoculars.

3 Investment Factors that Don’t Drive Long-term Returns

Ross Cutler |
Categories
Investments
As a long-term investor, you’re always thinking about what factors drive your investment returns. Unfortunately, many investors focus on things that cause short-term changes and actually have no impact on long-term market returns. It’s not their fault – these myths are so commonly believed that many so-called “savvy investors” would preach to you of their importance. To help you make informed investment decisions, let’s look at three investment factors that, contrary to popular belief, don’t...