PERSONAL Financial ADVISOR
Comprehensive, carefully organized financial planning that always puts your best interests first.
Based in Naples, Florida & Portland, Oregon
serving clients nationwide
Live Well, Do Good
Our mission is simple: build strong relationships with good people to support their unique financial goals. Whether it’s retiring without worry, traveling the world, or funding a special passion or charitable project, we are here to help you live your dreams.
Wealth Management & Financial Planning Services
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Retirement Income Planning
Our proprietary VIP Retirement Glidepath™ provides a step-by-step process to prepare for retirement with confidence, covering income strategy, healthcare planning, and risk management.
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Investment Strategy & Execution
Custom VIP Portfolios designed for your unique needs and risk level, with professional management and broad diversification across all account types.
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Tax Planning & Preparation
Strategic tax planning integrated into every financial plan, helping you minimize taxes both now and in the future with smart retirement account strategies and charitable giving.
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Comprehensive Financial Planning
Our trademarked Check Six Client Discovery System™ provides clear, well-defined answers and next steps for complex financial decisions.
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Healthcare & Medicare Planning
Navigate Medicare options, long-term care insurance, and healthcare costs to protect your savings and ensure access to quality care throughout retirement.
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Estate & Legacy Planning
Comprehensive estate strategies including life insurance analysis, charitable giving optimization, and coordination with estate planning professionals.
Who We Serve
Retirement Planning
Crafting individual solutions to unique retirement challenges is at the core of what we do. No plan is the same, because no retirement is the same.
Specialized expertise for unique financial situations
Small Business Owners
We are a mom-and-pop shop and understand the joys and challenges. You don’t have to go it alone. Avoid tax surprises and invest for whatever comes next.
Defense Industry Veterans
Former military officers now working in the defense industry, we are “covering your six.” We plan and manage your benefits to avoid costly mistakes with stock options and equity compensation.
Large IRA Owners
You’ve saved for years, now what? IRAs exceeding $1 million require special handling to make sure you maximize your income and minimize your taxes.
Retiring Law Enforcement
We have a natural affinity for law enforcement, having spent nearly a decade in the military. If you are looking to retire and maximize your benefits, we can help.
New Wealth: Inheritance
We’ve helped clients, young and old, avoid becoming a statistic- the ones that say that most inheritances are squandered in under two years. We help make sense of newly inherited wealth and plan your way forward.
Retirees Giving Charitably
If your retirement savings aren’t just for your enjoyment, we can help you plan and optimize your charitable giving strategies. Maximize your contributions and tax benefits with proper planning.
Living the Nomad Lifestyle
We sold our home and traveled the world in 2018, so we know what it's like to live and work while wandering. We help you enjoy living the dream without the nightmare of running out of money.
Financing Adult Children
Many parents are financially supporting their adult children these days. We make sure you retire well without having to move back in with your kids.
Locations
Serving clients across multiple states with personalized, local insight
Naples, Florida
Serving Southwest Florida with expertise in coastal living, seasonal residents, and those transitioning to full-time Florida living. Local insight for Collier County's unique opportunities and challenges.
Portland Metro
Our founding location, serving the Pacific Northwest with deep community knowledge and specialized strategies for local educators, professionals, and business owners.
Virtual Office
Clients in sixteen states and counting. Secure technology and personalized service bring professional financial planning to your doorstep, wherever you call home.
Ready to Secure Your Financial Future?
Schedule a complimentary VIP consultation to discuss how our comprehensive services can help you achieve your financial goals with confidence and peace of mind.