We believe in the power of synergy—team members working together to create a greater effect than the sum of individual efforts. Our common values, philosophy, and point of view are enhanced by different skill sets to produce a powerful, unified advisory team prepared to work hard for you. We strive to be transparent and open in all relationships. We want you to know, above all, that we are working for you, not the other way around, ready to take your call or answer your questions as they arise—not just 9 to 5.
The opportunity to help people by crafting solutions uniquely suited to their financial challenges is what inspires us each day. Our main goal is to apply our professional financial experience in service to others. We help to take the emotion and mystery out of financial planning and decision making through educational support and a consistent methodology.
We learn about your goals, concerns, and the issues on your mind; we’re good listeners and offer genuine friendship. You may need help sorting through financial documents following a divorce or the loss of spouse in order to find a path forward. Or maybe you need new insights to help improve the planning you’ve done on your own for years. Whether your needs involve insurance, investments, managing risk, building a college fund, creating an estate plan or developing a tax efficient retirement income plan, we help develop strategic solutions to address your financial concerns and meet your goals.
As our client, your interests come first in every situation; that is a reflection of our high standard of integrity and it is our obligation to you as fiduciaries. We are independent financial professionals with the flexibility to construct plans that incorporate a wide range of investments tailored to your exact needs. You and your neighbor may be the same age, but the similarity stops there. Your tolerance for risk, income needs, family situation, nest egg, goals and dreams, are your own—and so is your plan.
Financial Advisor, CSSCS, MDRT Member
Brittany over a decades worth of experience working with client's of all levels and backgrounds to identify their financial goals and concerns then create a custom tailored plan to achieve those goals and tackle the concerns.
Vice President and Branch Manager
Frank Patton has worked in the financial services industry for over 20 years, gaining experience in helping people accomplish their biggest financial goals and objectives. Frank is the branch manager and portfolio strategist for...
859 273 2171 ext 524300