Daniel Hager

Imagine building the home of your dreams -

Would you ship the materials to the jobsite and begin construction without a general contractor and experienced architect working off your blueprint?

Now, imagine if this team indicated that your home’s plan was tested only against averages, meaning your home will only withstand an avg windspeed of 15 mph.

How much confidence would you have in living in this home?

Why should your financial future be any different?

Allow us to be your financial architect – we believe your financial security should be based on a holistic financial plan where products are integrated efficiently and effectively into a larger goals-based strategy. We will develop a blueprint which examines all possible solutions ensuring a well-designed plan that includes your full financial picture: savings, investments, tax planning, risk management, estate planning strategies, and anything else required for your unique needs.

Homes shouldn’t be built on averages, and neither should your financial future. We believe an average gap analysis requires diligent and frequent testing. The average gap analysis will only show that you are on track to accumulate sufficient resources based on averages alone – average investment returns, inflation rates, & tax rates. While we will include this analysis – we will also take it much further providing a stress test of your plan against thousands of "what ifs“. This will give you the confidence to know it will stand up against any condition. We don't stop until the strategies we recommend meet your definition of success and don’t falter in the wind.

Just as a well-designed structure requires careful planning, thoughtful design, and steady foundations, we build financial strategies that stand the test of time and provide the structural integrity necessary to support your dreams.