Your Plan, Our Priority.
We help our clients choose how to live their best lives.
Our team delivers a holistic understanding of your unique financial situation and creates a comprehensive plan to help you reach your goals, building trust through integrity. Providing clear communication, professional service and financial education, we take time to develop relationships and meet your needs while securing confidence in your future.
We’ve become trusted advisors around the country to affluent families, decision makers, business owners, and retirees by providing a personalized approach to strategic financial planning.
IN THE NEWS
OUR PROCESS
1. Discovery
Our team will work to understand your current circumstances and support your personal, business and financial goals. Whether you're looking to protect, grow or transfer wealth for the future, we do more than determine a planning solution; we will build a strategy that is right for you.
2. Decision-making
Financial planning doesn't happen by chance; it is the product of sound decision-making and requires a commitment — yours and ours. As issues arise, we act as a wise sounding board for ideas that you are considering and educate you with options to balance your short-term needs with your long-term objectives.
3. Results
We keep you on track. At times, it’s necessary to be more like a river and less like a reservoir with your resources and vice versa. We develop your financial plan to ebb and flow with your life’s natural cycles. Let us help you ensure that your financial future exceeds your expectations.
What is Estate Planning?
Our estate planning 101 breaks down the basics in 5 steps, so you can ensure your wishes for yourself, your loved ones and your most prized belongings are carried out on your terms in the event of your illness or death.
Plan for the Success of Your Business
No matter where your business is in its life cycle, we recognize that the goals you have for your business and family are likely intertwined. Our team specializes in business planning and will work closely with your other advisors to manage the full scope of your needs and goals.
Our team is award winning
Shawn Phelps has been recognized by Forbes as one of the top financial security professionals in the country. Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This would not have been possible without you. Learn more here.
