Financial Planning for
the College-Bound Family
BECAUSE THE FUTURE ISN'T BUILT WITH SUNSHINE AND RAINBOWS.
IT'S BUILT WITH MONEY.
We Can Help Answer Your
Financial Planning Questions
- How do we pay for college?
- Where do we find scholarships and grants?
- How do we get our doctor loans forgiven through PSLF?
- Can we afford to retire?
- How risky is my investment portfolio?
- How much money can you safely withdraw from your investments?
- Is your company retirement plan transition planned correctly?
- Are you paying too much in taxes? Now and in retirement?
- Are your investments appropriate for you?
AS SEEN IN
A Better Return on Life.
Let us manage your long-term financial strategy so you can free up your time and spend it in more fulfilling ways.
Paying for College
This package is for those that have very targeted questions about topics like College Planning, Planning Post-Graduation, Student Loan Analysis, or want a Second Opinion Review.
Retirement Planning
Investors now expect wealth management advisors to handle risk more effectively. We’ll help organize your financial life so that you can feel confident your money will last a lifetime and survive our rigorous stress tests.
Investment Advising
The key to being a successful investor is minimizing losses in the bad years without foregoing substantial growth in the good years. Our Risk Analysis tools allow us to craft custom portfolios to meet our investors’ risk tolerance.
Hey there!
My name is Tommy. I’m a writer, speaker, and financial advisor. I know how important balance is to a family and how having confidence in your financial plan can enhance that balance.
Sadly, many of us invest the best years of our lives trading vacations, time spent with friends and family, and hobbies for more work —only to feel empty and dissatisfied at the end.
Tommy
Let's get analytical.
In-depth investment planning designed to help you craft the perfect portfolio.
Our Core Values
Serve Others
We put the needs of our clients, the team, and our community above our individual desires.
Listen Deeply & Speak with Care
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Knowledge Sharing
We put the needs of our clients, the team, and our community above our individual desires.
Enjoy
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