A one-size-fits-all financial plan is a thing of the past. Our veteran team creates comprehensive plans built specifically for you and your family. You’re unique. Your plan should be too.

A team to lean on

Whether you’re planning on growing your retirement assets or protecting them for your family, our team will take the time to get to know you to help ensure that you’re equipped with a plan custom-tailored to your situation.
  • Mike Lester

    Founder & CEO

  • Debbie Comer

  • John Newell


  • John M. Jansen


  • Robin Pearce

  • Ben Kochera


  • Stacy Fusco

  • Jill Clymer

  • Lana Pavlus

  • Jim Bailey

  • Steve Arceo

  • Jeff Szak

What we can do to help you

Whether you’re planning on growing your retirement assets or helping to protect them for your family, we can help with almost any financial planning need.

Estate & Legacy Planning

Wills, Trusts, and legacy planning don’t have to be difficult or expensive. We can help.

Annuity Stress Test

Have you been promised guaranteed returns and feel skeptical about those promises? We can stress test any annuity to see if you’re exposed to unnecessary risk.

Portfolio Risk Analysis

Our complete portfolio analysis will show you where you’re taking the most risk and where your portfolio is most efficient.

Healthcare Analysis

We can help you get access to the medical care need at a cost you can afford.

Tax Preparation

Our CPA can walk you through this most complicated of subjects and make it simple and easy to understand. Let us do the leg work so that you pay no more than what’s right and fair.

Financial Planning

Our comprehensive financial plan provides the blueprint for your retirement. It covers your income, expenses, inflation, healthcare, and taxes, and accounts for your level of tolerance for risk and volatility.

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