Clients who are looking for an exclusive and boutique experience that will help them feel confident that they are taken care of and their legacy is protected.
We create a customized plan based on your own values and beliefs about money and reflect your own unique goals and priorities.
From the moment you make your first phone call you feel that you gained access to the most exclusive club. We strive to provide each client specialized and individualized service.
Get a complimentary, that's right, no charge, portfolio consultation.
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Trent Bradshaw, CFP®, AIF®Owner/President
I am a teacher – a financial educator who enjoys simplifying the complex and illuminating unseen financial options for my clients. I enjoy my work and know I can make a difference. My passion is helping people improve their financial lives.Read More
Brandon Rogers CFP®, AIF®CERTIFIED FINANCIAL PLANNER™
As a board CERTIFIED FINANCIAL PLANNER™ professional, Brandon possesses a broad perspective of the financial industry. He has over 10 years of industry experience of building relationships built on integrity and trust.Read More