2950 West Square Lake Road
We’re different from other financial planning firms because we offer a personal touch to all of the services we offer. We don’t use cookie-cutter plans or algorithmic technology to develop your investment portfolio. Our team is independent from other companies with required obligations, meaning that we do not have any proprietary investments that could compromise the integrity of your plan.
Instead, we build a personal financial plan with your assistance to ensure it accurately reflects your values, goals, money mindset, and personality. You get to modify key elements of the plan such as income fluctuations, savings allocations, and more with the opportunity to see the results immediately. Your financial plan is available to you 24/7—not just when we’re meeting.
Not only do we personally tailor your financial plan to your unique needs, but we also perform in-depth analyses and simplify complex issues to make sure you understand exactly how your plan is working for you. Our advisors average over 20 years of experience in the financial services industry. Jeff Steele, Justin Williamson and Rob Moore all hold the CERTIFIED FINANCIAL PLANNERTM certification.