Managing

We manage investment assets using our own “moneyball” approach, which recognizes that most are working with real-world budgets and timeframes. We understand that effective investing looks different for different people, and we focus on strategies that actually work for your unique situation. Time is the greatest variable in financial planning, so we help you make the most of whatever timeline you're working with, whether you're just starting out or closer to your later years. Our approach emphasizes building wealth steadily and sustainably, focusing on progress that fits your life rather than chasing market trends or trying to time perfect opportunities.

Investments

  • Brokerage Accounts

  • Savings

  • College Funding

  • Legacy Planning

Retirement Plans

  • Account Consolidation

  • IRA’s

  • Roth IRA’s

  • SEP or SIMPLE IRA’s

Employer Plans

  • 401(k) management

  • Business Solutions

  • Cash Balance Accounts

  • Owner Benefits

Our Guiding Process

Other Services

Planning

We offer something beyond traditional financial planning: a foundation for financial health built for how life actually works.

Facilitating

As financial advocates, we help you access the right combination of financial tools and resources that work best for your situation.

Teaching

We also teach our Beyond Retirement approach to businesses, congregations, and community organizations because we believe financial wellbeing flourishes in community. .