Cody Gray

We pride ourselves on being a comprehensive financial planning organization focused around tax efficiency. While some financial advisors focus mostly on investments and others emphasize largely on life and/or disability insurance solutions, we differentiate our practice by bringing all the different parts of your financial picture together to determine a specific purpose for each element on your balance sheet.

Our goal is to help people understand what is possible. Beginning with an idea of where you’re at today as well as your immediate and future financial goals, we create a personalized financial road map to help keep you accountable and give you a clear idea of how we will work to achieve each goal. Our plans include determining your major purchases over the next 5 years, making sure your assets are protected, working towards saving 20% of gross income, as well as building assets outside of qualified plans. By considering goals such as a new house or car, a wedding, yearly travel, debt pay down, college planning, and many others; we can build an actionable plan that will work and grow with you in your financial journey.

Contact me to learn more about our unique approach to solving your financial security needs in today's modern world.

When people are the power behind your company, it shows. We’re a 2021 Glassdoor Employees’ Choice Award Winner. Want to be part of our team?