About Us
PROVIDING CUSTOMIZED SERVICES FOR DISCERNING CLIENTSWe offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.
Team
Our Exceptional Team Of Financial Advisors
Jerred A. Brown, MBA, CFP®, CDFA®, ChFC®, CLU®, CEP®
FINANCIAL ADVISOR, RJFS
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, 
and 
in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
LATEST
NEWS
Saving for K-12 education with a 529 plan
Learn about using 529 plans for more than just college savings. 529 plans were originally established to help families pay for qualified higher education expenses by offering tax-deferred investment growth and tax-free withdrawals. In 2017, federal tax legislation changed how...
Tips for creating an inheritance that lasts generations
Preparing your heirs for sudden wealth can help prevent unwise spending. If you have wealth to transfer, you may worry about the sometimes adverse effect of sudden wealth and the squandering of assets within a generation. There is a good reason to be concerned: 70% of family...
Pay off debt with a plan in mind
If you’ve accumulated more credit card debt than you can pay off in a few months, how can you quickly eliminate that debt while minimizing your interest payments? The particular strategy you should follow will depend on many factors, including the total amount of debt, the...