Financial Advice for Aerospace & Defense Professionals Retiring in the Next 10 Years

Confidence to smile at the future.

Confidence to smile at the future

Rooted in a timeless principle from the book of Proverbs, our slogan reflects our core values. We prioritize wisdom, planning, principles, process and values alignment when making recommendations, emphasizing both return on investment and return on life.

We strive to eliminate fear, uncertainty and consider all the risks while creating a plan that aligns your time, talent and treasures with the lifestyle you desire, giving you the confidence to smile at the future.

Our Value Proposition

Family Strategy

  • Values – what matters most

  • Vision – where you want to go

  • Goals – the unique milestones

  • Budgeting, debt and cash flow

  • Address any high priority topics

Financial Management

  • Tax planning

  • Review Tax Location

  • Insurance & Risk management review

  • Benefits Optimization

  • Charitable Giving

Investment Strategy

  • Custom portfolio designed to achieve your financial plan

  • Identify and track your minimum required rate of return

  • Investment strategies

Financial Planning

  • Retirement income strategies

  • Major purchases

  • Social security planning

  • Education funding

  • Legacy Planning

  • Year-end giving, planning & review

 

Our Principles

Your plan is the L.I.G.H.T to your your path (Liquidity, Income, Growth, Healthcare, Taxes).

Protect Your Income, Grow the Rest.

Your plan determines the products.

Every financial decision is also a tax and legacy decision.

Your plan aligns your investments (time, talent, treasure) with your purpose (values, vision and goals).

Planning gives you the confidence to smile at the future.

Our Process

1 | Discovery Meeting

We meet with you to review your Financial Freedom Blueprint to discern your life goals, family dynamics, and concerns.

 

2 | Follow Up

After we review your Financial Freedom Blueprint with you, schedule a short follow-up session to answer any questions you may have and find out how we can best add value to your situation.

 

3 | Client Agreement

Sign our client agreement and take full advantage of our holistic wealth management experience.