Jeff Buffum

Financial planning is simple… but it's not easy. Most people know what needs to be done, but they don’t know where to start, who can help them, or how all the pieces fit together. Along the way they make investments with one advisor or purchase insurance from another, but don’t know whether individual components have been sized appropriately or whether there are other components they need to consider. In the end, piecemeal financial plans leave many questions unanswered. Do I have enough? Can I retire on time? Will my family be taken care of?

Our specialized approach to holistic planning is focused on identifying risks and opportunities and making active planning decisions. Most advisors only focus on the growth aspects of financial planning, and to the detriment of their clients, neglect the protection and eventual distribution of their money. Thankfully for you, we’re not like most advisors!

Over the past 16 years, our team has taken great pride in “picking up where other advisors leave off.” We help our clients create customized holistic financial plans optimized to efficiently grow, protect and distribute wealth.

We'd be honored to help you ensure that your financial future is all you want it to be.