2976 Clubhouse Circle
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.
We understand the challenges families face today.
From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.
We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
Greg and Brenda have enjoyed the benefit of having amazing mentors in their life. To pay this forward they both have a passion for educating and guiding clients about financial stability. The start with these basic principles.
Recently we brought in Ian Powell. We wanted to bring in a younger version of ourselves to keep us on our toes. The educational experience works both ways. Brenda and Gregg have years of experience what has worked in the past and continues to deliver. Ian brings in a fresh perspective of solutions for new needs. Together we are a powerful mix, together we know we are prepared to help you take on any problem or opportunity.
1. The initial interaction and establishment of Financial Planner & Client Relationship.
2. Data Gathering & Goal Finalization
3. Analyzing and evaluating your current financial status.
4. Developing and Presenting Financial Plan.
5. Implementing the Recommendations of the plan.
6. Yearly Review to review account and track goals