Investing & Retirement on your mind?
We proudly differentiate from the others
Why us?
- Easy to switch without tax or penalties
- Custom to your existing assets & risk tolerance
- ETF’s, Mutual Funds, CD’s, Stocks & More
- Spouse, parent & beneficiary friendly
- Fiduciary duty, flexibility & no insurance sales
- Charles Schwab account OR Hourly Advice
- Experience, youth & team succession
Adam Cross, Director & Advisor
Portfolio Management (via Schwab)
- Login, withdraw & end service at anytime via Charles Schwab
- ETF’s, CD, Mutual Funds, Stocks & more
- Fiduciary duty to serve your interests & preferences
- Pricing based on size & complexity from .01% – .08% / mo
- Custom to your existing assets, taxes, risk & time horizon
Advice & Consulting (Hourly)
- No account or minimum required
- Budgeting, employer retirement plans, self directed, etc
- Fiduciary duty to serve your interests & preferences
- $50 per 15 minutes monthly or $200 per hour one-time
- Custom financial & investment advice-only
William Haynes
Advisor
Patrick Kellogg
Advisor
John Clement
Advisor
Brad Braddock
Advisor
Dino Patelis
Advisor
Jason Koenig
Advisor