350 Mission Street SE, Suite 102
Our role is to provide sound wealth management for our clients. This includes developing the financial planning specifics, investment strategy and implementation, and insurance policy reviews, strategies and implementation.
First meetings will typically be to discuss general financial and life goals and objectives along with concerns about your current financial situation. This will include a lengthy discussion about your overall financial picture, including cash flow, debts and insurance. Knowledge of those areas is critical before addressing investments and retirement planning.
This holistic approach to wealth management and close alliance with our clients' attorneys and CPA's allows us to help you in getting your entire financial picture to work together.
Our team includes the support of professionals affiliated with our closely connected strategic partners Cetera Financial Group, Horizon Advisor Network (part of Horizon Financial Group).
Financial Advisor/Branch Manager
As a CFP® professional, James' experience in the financial industry, as an engineer, military aviator and manager have refined the critical thinking & risk management skills essential to providing quality investment advice.
Joel has almost 30 years experience as a licensed life and health insurance agent and small business banker. His experience in providing risk management solutions and business succession & operations assistance, have given him the...
Client Service Manager
Client Service Associate
As the Compliance Director and OSJ Delegate for Horizon Financial Group, Colby handles all supervision duties on behalf of Horizon Financial Group, interacting with Advisors and their staff as well as conferring and consulting with...
Senior Attorney, Advanced Planning Group
Senior Vice President, Advanced Planning Group
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.