**Please note that we do not offer credit repairing services.** Sense Financial offers Checkbook IRA and self directed Solo 401k plans, which allows investors take full control of their retirement funds and invest in real estate, private lending, tax liens, and more.
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Financial planning should feel clear, personal, and approachable not confusing, sales-driven, or reserved only for the wealthy. I work with business owners, young professionals, families, retirees, and pre-retirees who want real guidance and long-term strategy without the pressure or “Wall Street” attitude. My focus is helping clients build strong financial foundations through retirement planning, investment management, tax-efficient strategies, risk management, rollover planning, insurance protection, and business solutions. What makes my approach different is simple: education, communication, and relationships. I believe people make better decisions when things are explained clearly and honestly. Whether you’re just getting started, building wealth, protecting your family, preparing for retirement, or navigating a major life transition, my goal is to help you feel confident and informed, never judged or overwhelmed. I pride myself on being accessible, responsive, and relationship-focused. Many advisors only focus on high-net-worth clients or transactional business. I believe everyone deserves thoughtful planning, consistent follow-up, and a strategy tailored to their goals and stage of life. From blue-collar working families to entrepreneurs and established retirees, I strive to create a modern financial planning experience built on trust, professionalism, and long-term partnership.
Griffin Financial is an independent financial services firm dedicated to assisting clients with their greatest financial concerns. Our utmost goal is to provide customized strategies that can grow with clients throughout the many milestones of life. We take pride in knowing we have helped young professionals, growing families, and retirees pursue their financial dreams.
Most feel overwhelmed when thinking about money. Despite wanting to pay off debt and increase savings, people often procrastinate when dealing with financials. The only way to gain wealth is to be intentional with your wealth. IWM Financial was founded to teach others how to make profound lifestyle changes via making intentional decisions. Advise from an independent, objective advocate is pertinent. Our first priority is your overall financial success. We provide a custom evaluation on your financial situation, explain your risks and help you make a plan to achieve your goals. Long-term relationships that encourage open and honest communication are the foundation of success at IWM Financial.
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From the top-down, Tellone Financial is committed to putting clients first. This is aided by the fact that they are independent, fee-only, and 100% employee-owned, meaning that solutions are based only on client needs. Tellone Financial is not swayed by commissioned products, outside shareholders, or corporate mandates. Tellone Financial strives to provide the highest level of personal service within a warm and friendly environment. You are invited to discover and experience the positive impact that our services can have on your life.
