Doctors and nurses walking together in a hospital hallway

Individuals and families with a heart to serve others.

While you’re busy serving others, it's important to check in on what you are working towards for yourself and your family.

Whether you're new to investing, established in your career, or planning to retire, let’s develop a personalized CONCERNED2CONFIDENT financial plan that aims to align your money with your needs, wants, and wishes.

  • Public Servants & Government Officials (City, County, State Employees)
  • Non-Profit Employees
  • Teachers
  • Nurses
  • Ministry Employees
  • Service Professionals
  • Volunteers

Retirees

You’ve worked hard in your career serving those around you for all these years. The transition from working, while receiving a steady paycheck, to retirement, living on the wealth you’ve accumulated or pension income you’ve earned, can be filled with uncertainty. 

Together, we’ll develop your personalized CONCERNED2CONFIDENT financial plan to live confidently throughout your retirement with the income needed to enjoy and serve your community in new ways moving forward.

Family gathered around a BBQ grill, enjoying outdoor cooking together
Man walking toward a busy street with a blurred background

Service Oriented Employers and Organizations

Day in and day out you are focused on helping better the community around you. Empowering your people through educational seminars can provide CLARITY on their financial life. On-site or digital seminars can cover a variety of financial topics including:

  • Financial Wellness
  • Retirement Plans (401k, 403b, 457)
  • Retirement Planning
  • Investing
  • Company Specific Employee Benefits
  • Tax Planning
  • Social Security
  • Estate & Charitable Planning
  • Health Care & Medicare Expenses
  • Long Term Care Planning