First FiveTM

Who are your First Five phone calls?

Who do you call when something happens in your life?

...Something really good when you want to celebrate or something really hard when you need encouragement, support and guidance?

  • Engagement/Wedding
  • Buying a new home
  • Celebrating the birth of a baby/grandbaby
  • Taking a dream vacation
  • Building a beach home
  • Accepting a new job
  • Receiving a promotion
  • Retiring
  • Losing a loved one
  • Receiving difficult health news
  • Losing a job
  • Natural disaster
  • Divorce
  • Injury, disability or accident
  • Inability to work

Our goal is to be on your First Five list because we care and because there is always a financial implication.

Our Process

We take a focused and tailored approach to our comprehensive financial planning process that involves understanding your unique financial objectives and designing a strategy that strives to build and preserve your wealth over the course of your lifetime and events.

We work diligently for our clients to earn the opportunity to be a First Five phone call.  We understand that this position is sustained through exceptional service. We consider it a privilege and honor to be a First Five.

Our Objective

As a First Five, our objective is to empower, educate and advocate for you in your decision-making process as you naviaget your life event.

Partnering with you allows us to live our purpose-driven mission and to act as a catalyst for your future.