Transparent. Independent. Comprehensive.
Fiduciary Financial Planners
Always advocating for you.
OUR GUIDING PRINCIPLE
EVERY ENCOUNTER MATTERS
Nothing can replace the personal relationship we have with our clients. Our organization is structured so our financial advisors are available to meet and review your financial plan—on your schedule. Technology has impacted financial advising in significant ways. We embrace change and use technology to serve you better and enhance our personal relationship with you.
Our passion is to help families within five years of retirement, or already retired, to build a holistic financial plan. With a solid plan, clients can turn their investments into income and protect their principal for future generations.
TIM BANKS
— Founder/Financial Planner
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We abide by the fiduciary standard to act in the best interest of our clients with good faith and trust.
Ready to retire?
We Help You Navigate the Complex World of Retirement Planning
Retirement decisions can be complicated and challenging. Our focus is to simplify crucial retirement decisions and guide you toward the plan that fits you best.
Let’s solve Problems
How We Help You Succeed…
When your finances are thoughtfully structured and managed, you are freed to whole-heartedly pursue your personal and family goals. As independent financial advisors, our services encompass far more than selecting investments. We provide holistic financial planning, including tax analysis, risk management, and estate planning.
Financial Plan Development
With 60+ years of experience with state-of-the art technology, you’ll gain a comprehensive financial plan.
Retirement & Pension Planning (PSRS & PEERS)
Retirement may be right around the corner or a distant goal, but it is never too early to start planning.
Investment Management
Experience complete fee transparency and a Chartered Financial Analyst (CFA) overseeing and adjusting portfolios.