904.288.0103Your Local Financial Advisors since 2004
Wealth Management & Financial Planning
We are honored you have chosen us to help you on your financial journey. This is just the beginning. Our Voyager Plan is a long-term engagement during which we regularly review and re-adjust strategies based on your situation.
You’ll have full access to your advisor. This includes regular reviews and your advisor’s contact information for any questions you may have between appointments.
This is also a chance for you to be part of a community. You will have exclusive access to client events — from workshops to ball games. You’ll meet other people just like you who have trusted us to be their financial co-pilot.
For a more in-depth breakdown of our Voyager Plan, check out our Services Page below.
Many of our clients had questions when we first met:
OUR FOCUS IS ON OUR CLIENTS.
Planning processÂ
You tell us about your goals, concerns and ideal retirement.
We assess your risk and find potential gaps and opportunities based on your current position.
We build and implement a long-term strategy and set out on our journey together toward a fulfilling retirement.
OUR GOAL
 Our mission is to help you into and through retirement — and to help you achieve the retirement of your dreams.
Not Quite Ready
Try Our Navigator Plan
Our Navigator Plan offers a friendly, no-pressure way to explore how we can work together. Think of it as a test drive for our future professional relationship. You’ll have a no-cost, no-obligation introduction where we’ll spend time learning about your goals, performing a portfolio stress test and doing a risk tolerance check.
After that you’ll receive your Navigator Report with the findings of your stress test and an introductory retirement roadmap, a personal income plan to make sure you're on track to retire. If you’re happy with the experience, we can talk about moving on to our long-term Voyager Plan.
Attend a Live Event
Attend one of our informational seminars to learn more about retirement income strategies, wealth management and more.
UPCOMING EVENTS:
No events scheduled right now. Check back again later!
Get to Know Our Team
Discover how we help individuals and families achieve their ideal retirements.
