Our advice and expertise help you achieve your short and long-term financial goals.

Financial planner planning Memphis dentists business owner CPA CFP organization

Organization

We help bring order to your financial life

 

 

Financial planner planning Memphis dentists business owner CPA CFP accountability

Accountability

We help you follow through on your financial commitments

 

 

Financial planner planning Memphis dentists business owner CPA CFP objectivity

Objectivity

We give unbiased advice for all decisions, big and small

 

 


Financial planner planning Memphis dentists business owner CPA CFP proactivity

Proactivity

We create an action plan for you to be prepared for life transitions

 

 

 

Financial planner planning Memphis dentists business owner CPA CFP education

Education

We provide knowledge and resources to facilitate your decisions

 

Financial planner planning Memphis dentists business owner CPA CFP partnership

Partnership

We work closely with you to get a clear understanding of your needs and goals

 


Our investment philosophy is simple:

Financial planner planning Memphis dentists business owner CPA CFP Diversify diversification

Diversify Through Asset Allocation

Financial planner planning Memphis dentists business owner CPA CFP low cost investments

Utilize Low-cost Investments

Financial planner planning Memphis dentists business owner CPA CFP tax efficient savings

Prioritize Tax Efficiency



We believe in the power of the markets:

Our desire is to help you continually maximize your resources by employing financial planning strategies.

 

 

We focus on what we can control – asset allocation, tax efficiency, savings or spending percentage rate, and your individual or family goals. We want to make you aware of your situation so that we can work together to make proactive decisions that will add value to your overall financial wellness. This value could be increasing your net worth, reducing your current taxes through strategic savings, paying off debt, allocating your savings to low cost investments, or maximizing your gifts to family members and charities.

 

We use the markets as a tool to reach your goals. We do not try to time the market. We take a long-term view of investing and make sure that the risk that you take to achieve your goals is warranted and understood. We believe that investor behavior is a key component of investing.