" Please think about your legacy because you are writing it every day."

Gary Vaynerchuk

Financial Planning

Every financial journey is a unique story. For us, financial planning is about crafting a meaningful narrative that goes beyond simply numbers and charts. It's about purposeful intentionality in achieving your goals, instilling cherished values, and leaving a lasting legacy that resonates with those who follow. Your financial journey is part of your legacy, and we're here to help you write that story with wisdom and foresight, one chapter at a time.

Just a few of our planning services include:

  • Qualified Planning - Unlocking your financial potential through employer retirement plans (401k, 403b, Simple, SEP, Defined Benefit, Cash Balance, and more).

  • Exit Planning - Navigating business transitions & maximizing a seamless succession.

  • Retirement Planning - Tailored planning for a more secure future.

  • Estate Planning - Protecting what matters most & preserving your legacy.

  • And MORE - Custom financial strategies beyond the basics.

Assets Under Care

While many may rely on historical performance, we believe in a proactive approach that encompasses risk budgeting and predictive data analytics. Our investment management philosophy is akin to driving with a keen eye on the road ahead, not just relying on past results in the rearview mirror. Your assets are more than just numbers; they represent your hard work and aspirations. Your success is our purpose, and we're here to coach you every step of the way toward your goals.

Our approach includes:

  • Forward-looking – We pressure-test your portfolio against likely future scenarios.

  • Risk budget management – Risk should be allocated and budgeted.

  • Tax sensitive – It doesn’t matter what you make, it matters what you keep.

  • Cultivate Prosperity – We nurture and grow your promising investments, creating a flourishing financial landscape.

  • Narrow Down Underperformers – We proactively address poor investments, preventing them from negatively impacting your portfolio.

Our Legacy Initiative

Achieve Success By Being Deliberate With Your Goals & Then Taking Action.

Step 1

Set the vision

Step 2

Define your goals

Step 3

Take action steps

Step 4

Check in quarterly**

Step 5

Strategize annually**

**Services provided under advisory services agreement.

Don't Leave Your Financial Potential To Chance

Securities offered through Triad Advisors, LLC (Triad) member FINRA/SIPC. Investment Advisory services offered through Osaic Advisory Services, LLC (Osaic Advisory). Triad and Osaic Advisory are separately owned and other entities and/or marketing names, products or services referenced here are independent of Triad and Osaic Advisory.

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Client Relationship Summary is available at Triad Form CRS and Osaic Advisory Services Form CRS

This communication is strictly intended for individuals residing in the states of AR, AZ, CO, DE, FL, MN, NC, OK, PA, TN, TX, WA.

No offers may be made or accepted from any resident outside the specific state(s) referenced.

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