We Deliver Comprehensive, Personalized Financial Strategies

We take a comprehensive approach to our client’s financial planning. We take time to make sure we understand your current situation as well as your future goals.

— Alissa

Our Services


Model Wealth Portfolios

Model Wealth Portfolios (MWP) is our premier centrally managed platform, offering a full range of diversified mutual funds and/or exchange-traded product (ETP) models guided by institutional portfolio strategists, including LPL Research.

Personal Education and Guided Workshops

If you’re like most you have important financial matters on your mind. You may wonder if you are saving enough for retirement or your child’s education. You may also wonder if you family will be ok if something unexpected were to happen.

Tax Management

We believe tax management is a vital component of smart financial planning. Depending on your specific needs and wants, we will work closely with you and your accountant to help manage your taxes in the following areas: investing, retirement planning, charitable giving, estate planning.

Asset Protection Planning Strategies

Our asset protection planning focuses on capital preservation and includes planning strategies ranging from life insurance to estate planning. Life is full of unforeseen hazards that can threaten your financial dreams. A sound financial plan includes protecting your lifestyle and family legacy.

Retirement Planning

You’ve worked hard to get to retirement and an important part of enjoying it is making sure you don’t run out of money. Our team takes a close look at your potential retirement income sources and helps you develop a personalized plan to assist in guiding you through retirement.

Personalized Cash Flow Technology

A sound financial strategy means spending less than you bring in, and then finding a way to put your excess money to work. We offer a comprehensive wealth management tool tailored for each individual client that provides access to accounts with HFN, as well as outside of our firm to allow you to keep track of your cash flow and net worth.

Our Team

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How We Help

Contact us today to find out how we can help you with your financial needs.

Contact Us

Recent Blogs

Alissa L. Axford |
Summer’s finally here. The sun is out, it’s warm, the days are longer, and your worries seem just a little bit further away. But, folks, I’m sorry to say, sometimes storms roll in on the sunniest of days. And if I’m honest, the world is a bit of a scary place at the moment, with politics impacting the economic climate, and warmer temperatures affecting agriculture all around the world, the future is perhaps not as...
Alissa Harris |
If you’re in your 20s, rejoice! You’re in a great position to create the life you want, starting with a secure financial future. While it’s common to feel overwhelmed when entering the workforce full time, there are a lot of things you can do fresh out of college that will help you attain your professional and financial goals earlier than you may expect. Here are a few suggestions to help you get started: 1. Hone...