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Our Three-Step Process

Every action we take is based on our data-driven, 3-step process.

Assess

Assess

Data-driven analysis is the foundation for everything we do.

Strategize

Strategize

Individualized strategies ensure that your goals are always a priority.

Manage

Manage

Our comprehensive financial management means we're ready to address your every need.

You Deserve Your Own Financial Strategy

You Deserve Your Own Financial Strategy

No two people are the same, so why would you want someone else's financial strategy? After all, with different careers, life path, and goals, you need advice tailored to your situation. That's why we seek to simplify the complex, while also providing a level of service rarely seen in the financial industry.

Ready to get started? We are ready to help.

Contact Us

Learning Center

We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

Important Birthdays Over 50

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Learn More
Retirement Seen Through Your Eyes

Retirement Seen Through Your Eyes

What's your vision of retirement?
Learn More
Interested in a Fuel Efficient Car?

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Learn More

Meet The Advisors

Val Hein

Val Hein,  CRPC®

Founder & Wealth Advisor

Wade Herbert

Wade Herbert, LUTCF®

CEO & Wealth Advisor

Dale Meracle

Dale Meracle, CLF® CLU®

COO & Wealth Advisor

J.T.  Herbert

J.T. Herbert, MBA

Portfolio Consultant & Wealth Advisor

Bethany Porter

Bethany Porter

Administrative Associate

Matt Wolf

Matt Wolf

Marketing Specialist

Merle Jones

Merle Jones

President of Jones Investment Group

Savannah  Morphew

Savannah Morphew

Investment Assistant

William Lockwood

William Lockwood, CFP®

Chief Investment Officer for Jones Investment Group

Download our Free Social Security Ebook!

Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.