Financial Planning

We have developed a 10 step comprehensive financial planning process to help make sure that we minimize the surprises that can occur in life so clients can focus on living life.

We help our clients a see how their investments, insurance, social security, pensions, education, health, and estate planning needs come together into a comprehensive financial plan.

Investment Planning

We are an independent provider offering a variety of different investment options.

We help our clients build mathematical models for their portfolios with the goals of building net worth, protecting principle, planning for inflation, and creating necessary and guaranteed income in retirement.

Insurance Planning

We are an independent provider for life, disability, long term care, funeral, and other insurance policies to help address most major sources of risk for our clients.

We help our clients assess their risk so they understand if they are over-insured, under-insured, or paying too much for the coverage that they need.


All plans are focused on risk tolerance

We understand that planning for your future with your life savings can be a little scary and stressful.  We work together to build plans and stick by you for the long term.

All plans are individually customized

During the planning process, we take our time to learn about your goals and dreams so can we work together to build a plan that focuses on achieving them.


Next Steps…

Setup a NO FEE & NO OBLIGATION Financial Health Assessment, or discuss whatever your concerns are at the moment.


Cory J. Dawkins

Senior Partner

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