Tyson Farnsworth

Our objective is to help our clients live the life they want to live. We believe in creating lasting financial habits that give you freedom no matter what is going on in the world. We believe in protecting your plan from blind spots because the unexpected is just part of life. Along the way, we believe in using creativity to solve problems and navigate the tax landscape efficiently. If those principles resonate with you, give us a call. We are excited to meet you!

We all like working with someone who understands us. We have found that we relate to and work best with pre-retirees, business owners, and airline pilots.

Pre-Retirees

If you woke up at age 50 and felt like retirement was all of a sudden right around the corner, you're not alone! Many people in their 50s and 60s have done a good job accumulating different financial tools throughout their lives, but they often need someone to organize everything into a cohesive and intentional plan. And the closer you get to retirement, the more impactful every decision is. Above all, we want you to have confidence going into retirement, and the best way gain that confidence is to have a detailed financial plan.

Business Owners

Business owners know that your business planning needs are tied directly to your personal planning needs. Owning a business opens a world of financial possibilities, but navigating them is its own full-time job. We understand the pain points and opportunities associated with owning a business.

Airline Pilots

Pilots live a different lifestyle than most and their financial planning should reflect that. Instead of the traditional "9 to 5," you have 4-day trips, dead heads, and recurrent training. Airlines offer exceptional financial benefits, but they are complex can be inefficient without good planning on the front end. We have a detailed understanding of airline benefits and know how to maximize the elements of financial planning that apply specifically to pilots.