To make sound investment decisions that are designed to stand the test of time, we help you understand your personal capacity for investment risk in a new way.

We develop your Real Risk Budget by measuring how much investment risk you can tolerate from both an emotional and financial perspective, a critical combination many advisors may miss.

When advisors overlook this element, it can result in detrimental consequences for the client. That is why we apply this science, and it has become a component that we feel our clients deeply appreciate.

There is your wealth, and then, there is you. We must know your financial capacity for investment risk, but we have found that the key to solid investing comes when we couple that with the human element- being able to measure the limits of your comfort zone when markets adjust at the extremes and what actions you will be innately hardwired to take during those times.

When we are intentional about gaining that information, we can accurately guide you in making investment decisions that are far less likely to infringe on your personal comfort zone. This prepares you to thrive through changes in the market because it will help you not become so overly uncomfortable that it causes you to make unfortunate decisions at the wrong time, which can result in a permanent loss of wealth.

We utilize a sophisticated system that, through a quick, easy testing process, accurately measures your Real Risk Budget Score. This allows us to let you know if the decisions you have made thus far are in or out of alignment with your Real Risk Budget.

This can also provide you with deep confidence in your investment decisions going forward as we build your portfolio, knowing our work is in alignment with both your Real Risk Budget as well as your financial goals and will help you remain on course as the market shifts.

Our goal is that Your investments are no longer a stress point, but a source of confidence, giving you the freedom to focus on the things that are most important to you.

Having every aspect of your financial world working together in a synergistic manner- including those handled by other types of professionals, such as CPAs and attorneys- is key to having the ability to create the positive outcomes for your financial world and your life.

We wholeheartedly believe that when people of goodwill come together, we can create incredible possibilities. Our clients are people of goodwill, and this typically means they have already surrounded themselves with great professionals, particularly in the legal and accounting disciplines.

We specialize in forming positive relationships with your professionals, ultimately creating a cohesive team that is proactive in optimizing your financial plan and empowered to work toward positive outcomes. We support them with the information they need to have when they need to have it so they can do their jobs most efficiently and effectively, to help create favorable results for you.

And should you need access to professionals you may not have on your team yet, we have built highly valued relationships with a network of specialists around the country; we can select and recommend trusted team members who can help support you in areas that need to be addressed on your Clear Path Blueprint^™.

With a comprehensive understanding of your entire financial picture, we can now fully guide you in making sound , well-thought-out decisions for your financial future.

First, we will guide you in developing your Clear Path Blueprint - an initial agenda of critical topics that we will address over the next two years. We prioritize these on your timeline in order of importance and in a manner relevant to your specific needs and goals, and we thoroughly support you in accomplishing these over time.

Perhaps there are some pressing issues that are concerning you; perhaps there are some less obvious aspects missing in your financial situation that we are able to see but you may have not yet considered.

With over 40 years of experience and as a result of our deep attention to detail, we have developed a keen sense of awareness of what to look out for that could interrupt you from achieving your goals. We have also gained a wide array of resources and valued relationships that allow us to uncover greater financial planning possibilities for your unique situation. We will help you develop a plan of action going forward with the intention of addressing any foreseeable hazards while also helping you live into greater possibilities for creating the life, business, and career that is meaningful to you.

Before landing on any financial decision, we use our Comprehensive Planning System to model and test different options for your plan, extracting an accurate assessment of what your most probable outcome would be for each scenario.

Our sophisticated system takes into consideration your entire financial picture and actually measures the amount of confidence you can have that you will remain on course to achieving your goals given each decision you make.

Our goal is to build such a fine-tuned plan that you can relax and focus on living the life that is most meaningful to you.

Additionally, our Comprehensive Planning System protects your assets from data and cyber-threats by putting everything into a secure digital vault, which includes a specific safety protocol for accessing and exchanging that information. This is an acclaimed system that Raymond James has invested in as a top priority, and they provide a written guarantee of the security it provides, giving you confidence that your most sensitive, confidential information is secured.