Recognized as one of Wyoming's top financial planners.*
We are driven by one powerful purpose: to empower clients to simplify, protect, and grow the wealth they have worked so hard to build. We have a fiduciary responsibility to help you achieve your financial goals.
What We Offer
We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk.
Financial Planning
Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals. We use a consultative approach to create a financial plan that aims to meet your objectives.
Investment Planning
Through developing a personalized investment strategy, diversification, and avoiding short-term distractions, we aim to help create and preserve your wealth so you reach your financial goals.
Estate Planning
Having an estate plan is paramount in ensuring your estate is handled according to your wishes. Together with your estate planning attorney, we can assist in drafting documents and reviewing your situation so your estate benefits the people and charities you care about most.
Insurance Planning
If there’s one thing certain about life – it’s the uncertainty that living it brings. The best laid plans can sometimes come to naught! Even though you may think you’ve covered all the bases, life sometimes has a funny way of throwing you a curveball when you least expect it.
Tax Planning
It’s said that only two things are certain in life: Death…and Taxes! And while there’s not much you can do to avoid the former, with prudent planning and foresight, there’s a lot you can do to minimize the latter.
What We Bring to the Table
We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our Mission
We are dedicated to guiding our clients towards achieving their vision of a secure retirement, a prosperous legacy, and meaningful philanthropy.
Why Work With Us?
We are a Fiduciary. We are legally obligated and personally liable to provide you with financial planning advice that's in your best interest. It's scary that this is not required by most companies!
*Based on the Wyoming Tribute Eagle Reader's Choice Awards 2021/2022. The awards are not representative of any particular client's experience and are not indicative of the investment adviser's future performance. The ratings are based on public voting on the Tribune Eagle from 6/21 to 10/22. The number of individuals who were eligible for the award was 95 and the number of recipients was 3.
