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Financial planning starts with you. We want to understand what aspects of your plan that matter to you the most.  This ensures that you have a personalized plan that meets your needs. Our favorite part of the planning process is helping our clients make decisions about their future based upon their personal data.  By utilizing a financial plan, we keep our focus on goals-based investing rather than product offerings.  As life changes, plans may need periodic adjusting.  We encourage our clients to keep us informed of major life events that might result in a plan update.  Financial plans are dynamic and we can assist with keeping your plan current.

As independent advisors, we are not tied to any particular investment firm and do not have the pressure of meeting quotas.  This benefits our clients as we are able to offer a variety of investment solutions that may work best for their unique situation.  We want to ensure that your investments will help you meet or exceed the financial goals that are identified in your plan.  We manage your assets with this philosophy at the forefront of our approach.

Preserving all that you have worked for is of the utmost importance.  Part of our review process identifies areas for improvement that we can help address.  Together, we will craft an asset protection strategy to help guard you and your family from the unexpected. We take pride, and get satisfaction, from being able to assist clients with growing and protecting their hard-earned assets so they can enjoy their time in retirement without worry.


  • Accumulation strategies
  • Personalized Goals
  • Income Planning
  • Navigating Life Events
  • Education Funding
  • Inheritance or windfall
  • Cash flow Analysis

Investment Management

<strong>Investment Management</strong>
  • Risk Tolerance Assessment
  • Professional Portfolio Management
  • Investment Strategy Styles
  • Coordination with financial plan
    (if provided by LeAlta Financial Group)
  • Tax Loss Harvesting
  • Performance Reporting


<strong>Wealth <br/>Preservation</strong>
  • Tax Planning Strategies
  • Estate Planning Checklist
  • Life Insurance
  • Disability Insurance
  • Long-term care

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  (408) 249-4611