fbpx

DISCOVER THE TRUTH ABOUT YOUR INVESTMENTS BY REQUESTING YOUR FREE IMPACT REPORT BELOW

To create your personalized report we need to gather  your contact and investment information. The files can be a copy or pdf of your investments statement, an excel file that includes the investment information (ticker symbols, names of equities, dollar amounts invested, etc.), or other document that provides the necessary information on the stocks, bonds, and other investments you own.

Meet the team dedicated to helping you thrive

Laura Carlson, RICP

Retirement Consultant

Alex Lentine

Wealth Advisor

Darrell Jayroe, CFA, CFP, CKA

Chief Investment Officer

Dr. Erik Davidson, CFA

Chief Economic Advisor

We’re excited to meet you!

How we can help

ASSET MANAGEMENT

Discover how to balance safety and growth according to your risk tolerance and time horizon with an effective asset management strategy.

ESTATE PLANNING

This can provide you with the tools to document your wishes, regarding the distribution of your assets to loved ones.

INCOME PLANNING

From electing Social Security to maximizing supplemental resources, it’s important you have an income plan to meet your changing needs.

INSURANCE PLANNING

Discover how to balance safety and growth according to your risk tolerance and time horizon with an effective asset management strategy.