20955 Pathfinder Road
Chart your life's voyage. Begin your planning now.
Think of your life’s journey as a voyage across an ocean. How can you make your journey as enjoyable as possible? You choose your own destinations and the style in which to travel.
Using this metaphor of an ocean voyage, you are the owner and passenger of your ship. As the “Captain” of your vessel, we use our expertise to guide you to your destination as safely and effectively as possible. With planning “charts” to help guide you through to your destination, we are able to highlight the rocks and shoals that may obstruct your progress and illustrate the passageways that can help make your journey achievable and enjoyable. We watch over your financial progress as economic conditions change, helping you weather the storms and challenges that inevitably occur.
Recognizing that no two people journey identical life paths, we help you select the right tools and equipment to support you on your journey. Would you want to journey on a racing yacht? Such vessels offer excitement but also carry higherrisks and provide little in the way of comfort. Or perhaps you prefer a larger, slower ship that plows steadily through the waters but offers little excitement and typically takes longer to complete the journey. We will assist you to pick the pathand the resources that fits your journey to YOUR needs.
Ready for the next step? We can help.
Financial planning encompasses far more than just investment management. "Financial Planning is a collaborative process that helps pursue a Client’s potential for managing life goals through Financial Advice that integrates relevant elements of the Client’s personal and financial circumstances." - CFP Board Code of Ethics and Standards of Conduct, 2018.
We have individuals currently registered to provide securities services in most states. Comprehensive investment research and implementation services are available for almost all client needs. We believe there several principles that are important to remember whenever you invest:
As independent agents experienced in specific insurance applications, we can balance your protection needs and investment goals.
As educators and advisors, we provide financial education programs for individuals, corporations, partnerships, associations, charities and other organizations.
The Advisory Group is dedicated to staying informed of the latest developments through an extensive network of supporting professional advisors. Support services that complement our core services are provided by this network of professionals and specialists. If you need experienced legal, tax or other services, we can recommend local specialists. We also respect existing relationships and will gladly work with your current professionals.