A Coach You Can Count On

You work hard so you can take care of your family, create opportunities for a good future, and help the people who count on you. Knowing when and how to best leverage the money you’ve saved is often where people need guidance. That’s where we come in. We help you understand how to use your resources effectively to accomplish your goals, so your hard work is driving you to where you want to go.

Through our founder, Jeff Dearing, we partner with you to help you make the best financial decisions for your family and/or business. Through our process, we put a strategy in place that helps set you up for the future you imagine. We like to approach financial preparation like a ball game—as your coach, we show you how to make the most of your resources, prepare you for any risks you might face, and guide you as the game changes. We collaborate with you and your teammates, whether that’s your CPA, attorney, or other members of your family, and make sure everyone is on the same page and ready to help you play a winning game. Our goal is that when you’re out there on the diamond, you have a clear path ahead that sets you up for as much success as possible.

Whether you’ve been focused on your financial strategy for a few years or you’re completely new to developing a financial strategy, we’ll make sure you’re prepared not only for the next inning, but for the entire game. Our greatest reward is getting to make a difference in the lives of our clients, and we know that often means helping people start from scratch. When you leave our office, you’ll know that your family is protected. You’ll be better prepared for an exciting retirement and you will breathe a sigh of relief about your financial future. That makes it all worth it to us.

Strategic Alliances

Effective financial strategies can sometimes require a team of experts working together to serve your best interests. In such situations, we are the coach who makes sure everyone is working together to achieve the best possible results. If you have existing team members you trust, such as your CPA or attorney, we are happy to work with them, and we can also bring in our subject-matter experts as needed. Some of our strategic alliances are detailed below.