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Your Financial Future Is Worth the Effort

Your Financial Future Is Worth the Effort

We recognize that no two financial situations are alike. The best financial investment is the one that is most advantageous for you. We are not here to push certain strategies on you. We will work with you to decide how to achieve your goals through sound financial planning.

In addition to our internal resources, we also work with outside resources to create custom financial plans, including asset and portfolio management, business planning, risk management, retirement planning, and other strategies. We will work with you and educate you on a path forward, so you never have to worry about the future.

Check Out Our Video Library

Our short videos are engaging and informative and will prompt you with questions to ask your advisor.

A New Approach to Planning

Our services range from financial planning to investment management. No matter what, though, our focus is always you.

Our Process

We create strategies that are tailored to your needs and goals. 

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Our Team

Years of experience have prepared us to guide you through life's transitions.

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Our Philosophy

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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  • “We believe in putting the clients’ needs first. We are not here to sell or push certain financial strategies or services on you. We are here to serve your financial interests.”
    – Scott Johnson, Partner
  • “We simplify your financial life by focusing on the details, so you can focus on living the life you deserve.”
    – Erin Cox, Chief of Staff
  • “Being transparent is of the highest importance to us. You ask, we will answer. You are trusting us with your financial future. We owe it to you to be fully transparent.”
    – Derek M. McDougall, Managing Partner
  • “Our mission is put our clients in a position where they have ultimate flexibly – meaning they can do what they want, how they want, when they want, for however long they want.”
    – Brett Laddusaw, Partner 
  • "There’s only one thing better than a well-designed strategy, and that’s a well-executed one. Fortunately, we help with both.”
    – Bar De Leon, Partner
  • “Our focus is to truly understand, provide clarity, and be a guide to our clients for a bright financial future.”
    – Alexander Bayacal, Partner

  • “Our goal is to provide our clients with the strategies and techniques to make the most of their financial decisions. By focusing on our clients’ needs rather than on specific products, we achieve superior outcomes for each client we meet with.” 
    – Travis Dougherty, Partner

  • “Guidance throughout all stages of your financial life, we pave a path to prosperity with personalized strategies and unwavering support.”
    David Dulong,  Associate Partner

  • "Join our team of financial enthusiasts, where your passion for guidance meets limitless opportunities."
    -Lucy Kim, Associate

  • “Empowering your financial confidence with guidance and personalized solutions – Your Success, Our Priority."
    -Brittany Smith, Associate  


Thank you!