Advisors

Financial planner with passion for the intersection of taxes and investing.  Works with motivated savers, beneficiaries of estates, business owners, divorcees, and pre-retirees. Compensation based on assets under management.  Minimums may apply.

Financial planner with passion for investment strategy and selection. Works with small businesses and owners, parents of college-bound kids, job changers, pre- and post-retirees. Compensation based on assets under management, or hourly, monthly, or project-based.

Financial planner with passion for client service and the intersection of golf and finances. Works with beneficiaries of estates, widows, golfers, and pre-retirees. Compensation based on assets under management. Minimums may apply. 

Founder, financial planner, and gray haired presence. Semi-retired.  Works with legacy clients and select others. Minimums apply.