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.