Providing financial solutions to improve our clients quality of life

As an independent, privately owned, Investment Advisor; we tailor all that we do to the goals of our clients within their individual risk tolerance parameters. We provide individuals, corporations and trusts with actively managed accounts that are specifically designed to achieve each clients unique financial goals. We use a repeatable process which helps clients to navigate the ever changing and complex marketplace. Our service oriented approach addresses retirement planning, investment management, social security maximization, and wealth management goals.



Our main objective is to assist you in navigating today’s complex marketplace to accomplish your investment aspirations and goals. The recommendations you receive are tailored to you, factoring in your risk tolerance, time frame, and income specifications.


We are here to help you navigate throughout each of the three income planning phases – accumulation, distribution, and preservation or transfer and to help you utilize tax advantaged vehicles to help accomplish your retirement income goals.


Our organization prides itself on providing retirement strategies to our surrounding communities. We take an extensive look at each client’s unique mix of assets to help integrate the aspects of our clients’ wealth into a coordinated strategy.


Your Social Security benefit represents years of savings and hard work, which is why we work to help ensure you understand how it fits your retirement strategy. We think it’s important for you to be educated so you head into retirement with a strategy on how you will rely on your benefits.

Our vision

To bring financial solutions to improve our clients’ quality of life. We understand that life is about living and enjoying the moment, not fearing the future. We want our clients to know that the best way to have a carefree life is to simply be prepared.

Our Mission

To provide families and businesses with innovative financial strategies, solutions, and planning that result in financial clarity, security, and overall financial health. Making strong commitments to our clients and building life-long relationships are our tenets of success.

Our Goal

To help you make wise financial choices that will help you prepare for the future – to protect you, to protect your loved ones and to ensure that you and those you love are provided for when the time comes that extra resources are needed.

The Wealth Puzzle

a Podcast with Michael Mansfield

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