Alone we can do so little
together we can do so much

We are an atypical group of financial advisors and coaches – with a 360-degree financial approach – helping today’s hard-working individuals and families realize that uncommon financial success is well within reach.

By investing in people first, we have the opportunity to make a profound difference in the well-being of our clients – for life.

Our values

WHAT WE DO…

Help today’s hard-working individuals & families realize that uncommon financial success is well within reach.

Investors make transactions. Coaches invest in people. While we do both, it’s the latter that sets us apart. We take a 360-degree approach to assessing all aspects of your financial life – with impact now and for the long haul. We believe that desired financial outcomes are a product of disciplined investing by us and daily actions taken by clients. By removing minimum balance requirements and foregoing a common investor practice of working only with clients who have accumulated wealth, we help coach young, hard-working individuals and families on the habits of how to get ahead and meet every milestone on their unique journey through life.

WHY WE DO IT…

We’re in the business of building relational success – for life.

We believe nothing is more important in life than the relationships we forge and hold dear. We have a unique opportunity come alongside clients to help them achieve the financial goals they’ve envisioned for themselves, devise a plan to achieve them, and to provide for those whom they love and care for. It is our trusted counsel and coaching that keeps us at their side. It is a responsibility and a gift to be a valued extension of the individuals and families we serve and to build these life-affirming and lifelong relationships.

WHO WE ARE…

We are financial professionals who invest in more than just markets.

We are proven, established and certified professionals who practice implementing sound financial strategies that always put client interests first. Driven by our values, we invest a significant amount of time with our clients to better understand their unique needs and challenges so we can deliver value. Simply stated, our emphasis is on being relational, not transactional.

OUR VALUE / IMPACT:

We’re creating a financial equation for the greater good.

Helping people make wise, long-term investments that pay dividends – plus helping them make incremental changes in how they view, borrow, manage and spend their hard-earned money – is what transforms their financial well-being throughout their lives. In doing so, we are actively cultivating a new generation of fiscally responsible investors and consumers who can cascade their knowledge to family and friends.

Our Products & Services

Investment Portfolio Management
Roth and Traditional IRAs
Brokerage Accounts
Annuities
Tax Gain/Loss Harvesting
Help with your Company 401k
Group Retirement Plans: 401k, 403b, SIMPLE IRA, SEP IRA

Investments

Customized Client Portal
Financial Giving
Emergency Savings Plan
Debt Reduction and College Debt Repayment
Tax Planning Strategies
Help with your Health Savings Account (HSA)
Company Stock Strategies
Achieving Your Financial Goals
Preparing for Retirement
Social Security Planning
Estate Planning
End of Life Planning
Avoiding Probate
Leaving a Legacy

Planning

Understanding Auto and Homeowners Insurance
Life Insurance
Long-Term Care Insurance
Help with your Company Health Insurance
Medicare Planning
Group Benefits: Health Insurance, Dental,
Vision, Life, Disability

Insurance

College Savings Options: 529 plans and Coverdell ESAs
College Financial Aid Process
Custodian Accounts: UGMAs and UTMAs

College

Marriage & Divorce Financial Considerations
Adoption Financial Considerations
Special Needs Child/Adult Care
Elder Care
Job Loss or Job Transition
PLOPs and Pensions
Credit Score Improvement
Identity Theft Recovery Process
Vehicles- Lease vs Buy
Residence- Rent vs Buy
Inheritance
Budgeting

Life Events

Estate Planning Attorney: wills, living wills, & powers of attorney
Divorce Attorney
CPA to do Your Taxes
Property & Casualty Insurance: home, auto, umbrella, renters
Realtor
Mortgage Lending: new purchase and re-financing
Social Security Point of Contact
Medicare Supplements
Individual Health Insurance
Banking
HR and Payroll Services

Trusted Personal Partners

Meet our team

Ryan Bosler

Chief Compliance Officer

I’m really passionate about financial planning and helping ordinary people experience uncommon success. In doing so, I help my clients develop positive financial habits and consistently make progress towards their future goals... learn more

Mark Faubel

Chief Operating Officer

As a Financial Advisor I believe my purpose is to help people optimize the financial resources and opportunities that God has given them. I have years of management and financial training at my disposal to deliver that goal and our firm uses seven core values to measure your progress... learn more.

Shar Cross

Operations Manager

I was born in Malaysia, lived in Saudi Arabia for a few years, and then moved to the United States in 2008. My senior year of high school I took a Personal Finance Class that changed my perspective on everything. For the first time, I realized the financial hardships my parents faced getting to the United States... learn more.