Our first priority is determining your main goals and objectives. We are not a fit for everyone. We are specific in our focus. If you goal is preservation of assets; we are experts in low risk/no risk investment strategies (which means we stay away from the stock market). If you goal is wealth accumulation; we are experts at setting up modified Roth accounts for our clients. These accounts give you the benefits of a Roth but take off the Roth "handcuffs." Call us to schedule a 15 minute phone consultation with one of the partners from our firm.
I am in the business of helping people reach their long term financial goals.
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Retirement planning since 1987, 1st American has served K-12 educators and other school employees with free, independent financial counseling. We remove the guesswork so you can create additional streams of income and retire on your own terms. Our mission is to protect the financial well-being of those who shape our Nation's future through education. If you are a member of a state retirement system, you need 1st American. Schedule an appointment for a complimentary TRS analysis today!
I believe the starting point of any financial conversation should be with you, your life, your family, your priorities and your goals. I’ll listen to what’s important to you and design a financial plan for multiple strategies specifically designed to help you get where you want to be.
Making Sense of Investing Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
Making Sense of Investing Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
