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Values Based

Money is a powerful tool and it can help you live a more intentional life that impacts & blesses those around you. We want that for you. That is why your values and personal convictions are at the forefront of what we do. We spend time understanding what’s most important to you and build your investment portfolio and financial plan around your personal values and convictions. 

No Commissions

We are Fiduciaries and we work solely for you. We don't receive commissions or have sales quotas. 100% of our revenue comes directly from our clients on a flat fee for service basis. We work to find you the best solution for your particular situation with the utmost integrity & transparency. Our goal is to educate, inspire, and develop long term relationships with our clients and our community!

Compassionate

We care deeply about you and want you to live a life of true fulfillment and joy. We know that financial planning is about so much more than just money because your financial health affects every aspect of your life. We are here for you. We take the time to listen, hold your hand through some of life's greatest challenges, celebrate your accomplishments and guide you every step of the way. 

No Minimums

We firmly believe everybody deserves access to a Financial Advisor, so we don't have account minimums. We stand against wealth discrimination by providing equal opportunity access to affordable financial planning for all. No matter what stage of life you're at, whether its just getting started, getting ready to retire or already retired, we have a place for you at Your Financial Legacy!

Services Offered:

Investment Management Advisory Services

Investment Management Advisory Services

Personalized & Interactive Financial Planning 

Personalized & Interactive Financial Planning 

Financial Coaching with Dave Ramsey trained Financial Coach

Financial Coaching with Dave Ramsey trained Financial Coach

Ready to schedule your complimentary consultation? 

Life can be hard. Money can be complicated. We are here to help make it as easy as possible for you! Scheduling an appointment with an advisor is simple. Just click on the link below to schedule your complimentary consultation. We cant wait to meet you!

Schedule Now

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