We can help you if…
YOU WANT A PLAN FOR YOUR FUTURE
We create wealth plans that make the complex simple and help you strive to achieve your goals. Every family has a unique set of circumstances and whether you’re looking for investment management, tax reduction, or wealth preservation strategies – we’re here to serve.
YOU’RE RETIRING IN LESS THAN 5 YEARS
We work with you to design a date-specific, dollar-specific plan to retire on your terms. Planning for retirement is both a financial and emotional process and we’re there every step of the way using our experience and knowledge to create a comfortable retirement income.
YOU’RE A GOING THROUGH A LIFE CHANGE
Job Change? Divorce? Inheritance? No matter what you're going through - we can help. If you’ve experienced a major change in your life, it’s the perfect time to revisit your current financial plan and make any needed course corrections. We're here to help act as a guide during any life change.
Our 3-step guided wealth process
DISCOVER
We start by listening intently to what matters most to you. Uncovering and understanding your hopes, dreams, and challenges gives us the insight to focus on what success means to you, and to start creating a plan that’s tailored to your goals.
GUIDE
Next, we create your personal wealth plan which acts as the road map toward your financial success. Our team will customize goals-based solutions and then walk you through a clear, next step action plan that we will help you implement.
ENGAGE
Once your plan is in place, our team’s focus is on serving you through ongoing personal communication and timely education. We’ll actively adjust your plan in response to changing markets, tax laws, goals and objectives.
ADVICE YOU CAN REALLY TRUST
President & Wealth Advisor Brandon Kennedy is proud to be a RamseyTrusted SmartVestor Pro. Our team believes in the RamseyTrusted financial principles and has a true passion for educating with the heart of a teacher.
Insight & resources
We’ve compiled a wealth of free resources and information that can help you on your financial journey right now.
Check out our videos and blog for insight on specific topics and current affairs, and use our free financial calculators to gain clarity on your personal finances.
Download our free workbook
You can start right now on the path to living your best financial life, with our FREE financial journey workbook. In this guide we will help you define your priorities, set your financial goals, and help you develop a plan to achieve them.
