Broker Check

Our Process

We create strategies that are tailored to your needs and goals.

Learn more

Our History

Years of experience have prepared us to guide you through your life transitions.

Learn more

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Learn more

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.

A Home Insurance Claim: To File Or Not To File

A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.
Learn More
Dog Bites and Homeowners Insurance

Dog Bites and Homeowners Insurance

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Learn More
Understanding the Basics of Medigap Policies

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Learn More
Jeremy Tims, CFP®, EA

Jeremy Tims, CFP®, EA

Lead Advisor / President

Janae Marcus

Janae Marcus

Client Support and Operations Coordinator

Susan Depka

Susan Depka

Client Support and Operations

Adam  Oster

Adam Oster

Operations

LET'S GET CONNECTED

Thank you!
Oops!