Our Services

Investment Management

Some AUM managers encourage clients to take Social Security early to minimize withdrawals from investment assets. Our retainer/hourly model runs circles around Class A and Class C shares also.

Financial Plans

These plans can be part of an investment management agreement or a stand-alone plan for a self-directed investor. Comprehensive financial plans generally run from $1400 to $1600 depending on complexity.

Social Security Planning

We can incorporate Social Security planning into our Financial Review and Financial Plans for pre-retirees. Social Security planning is included in our investment management agreements.
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Our Team

Christopher Parish

Christopher Parish

CERTIFIED FINANCIAL PLANNER™

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Jasper Yertz

Jasper Yertz

CERTIFIED FINANCIAL PLANNER™

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Amy Green

Amy Green

CLIENT SERVICES

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James Stevens

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