Products and services. Aligned with your priorities.
Steve and Susie provide financial guidance by looking at money differently – seeing it as a tool, not a goal. We’ll create a plan that connects your finances with your values and moves you forward on your journey. All along the way, we’ll help you follow sound financial principles, so you can be wise with money and give back in ways that are important to you.
We strive to be the financial professionals you choose first, use the most, and are excited to refer to your family and friends.
What We Offer
Mutual Funds
Our fund options offer flexibility and choice to help you manage risk, build a diversified portfolio and pursue lifelong goals.
Financial Guidance
We work with you to create a personalized strategy and support you with ongoing guidance to help you reach your goals, no matter where you're starting from.
Charitable Giving Solutions
Thankful for all you've been given? We can help you give back.
Traditional and Roth IRAs
You can use these tax-advantaged accounts to help you save for retirement — and perhaps fund other needs, such as a home purchase or a child's education.
Investments
Our options help you balance performance and purpose.
Health Insurance
We can help you assess your options, including those available through your employer and government programs.
