Our History
Years of experience have prepared us to guide you through your life transitions.
Our Values
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
WE'RE WITH YOU EVERY STEP OF THE WAY
We'll work closely with you to develop a flexible financial strategy that can adjust to your goals, no matter what.
Prescription Drug Benefits Under Medicare (Part D)
Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
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Silver Sneakers 101
Medicare’s popular program, offering free gym membership and health education.
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Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
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Jeremy Tims, CFP®, EA
Lead Advisor / President
Janae Marcus
Client Support and Operations Coordinator
Susan Depka
Client Support and Operations
Adam Oster
Operations