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A Financial Checklist for the New Year: Getting Off to a Fast Start in 2025
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Natural Boy from the Natural State making finances feel more Natural to clients across the US.
The foundation for my financial planning practice is not complex yet it is rooted in an unwavering commitment to my core values. Putting the interests of my clients ahead of my own is not a job, it is my calling. I pride myself on being accessible and having the expertise to guide my clients toward financial peace and prosperity. To achieve dreams they didn’t think were possible or even know they had. I value trust above all else and the ability to communicate and relate to my clients makes this career joyful.
I was born into a lower-middle-class household and lived with my family in a trailer. My father, who is my hero, fought to provide for his family. His hard work paid off and when I was 8 years old our family moved and began a new life. The second time I watched my father fight was with his cancer battle that he ultimately lost. He passed away a month before my college graduation. I have tried to make him proud and continue his legacy ever since. These life experiences taught me a lot about financial security. The financial plans he had in place were crucial to my family’s survival.
As an experienced financial advisor, I am now in a position to make a similar, powerful, and lasting impact on individuals, families, and small businesses.
I spend my days promoting and teaching financial literacy because it is my passion. My clients are more than just clients- they are friends on a path to achieving “uncommon success”.
I look forward to meeting you,
- Drew
I'll guide you through each step so you'll feel confident that you can do the things you've always wanted to—without having to worry if you can. See how we'll get it done below:
Your plan will help you make the most of what you already have, no matter where you're starting from, and give you a snapshot of your financial big picture.
Whether it's shorter-term goals like managing your debt, or longer-term ones like saving for a new home, or retirement, your financial plan will show you how you're tracking, help you understand what's working, and point out any gaps you might have.
Looking across all your goals, you'll get personalized recommendations and strategies to grow your wealth while making sure everything's protected. And I'll help you determine the right moves to make today and later on. Your financial plan is based on your priorities. As those priorities change throughout your life, we'll shift the financial strategies in your plan, too-so your plan stays flexible, and you stay on track to consistently meet goal after goal.
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
Best life insurance company for consumer experience, 2023. (NerdWallet)1
We're one of the Top U.S. Independent Investment Broker-Dealers.2
In dividends expected to be paid in 2025.3
AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4