“Our greatest value is in creating a plan that supports your goals and
empowers you to stay committed, despite market fluctuations and temporary fears.”
~ Russ Kefauver, Founder
From more than two decades of financial planning, investing, and advice, we are convinced of three simple things:
Everyone has BIG IDEAS to fund.
You have meaningful, life-long aspirations. Whether retirement, or something else, these need consistent action and a financial plan. We can help with both.
Funding starts by AVOIDING MISTAKES.
Our most important work is to help you avoid the Big Mistake: over-reaction to life stress or market conditions during moments that risk impairing long-term plans.
SMART PLANNING can help you get there.
Thorough financial planning and thoughtful advice can provide reassurance as you endeavor to enjoy more of life’s simple pleasures. Schedule a call today.