Strategies Customized for You
Explore solutions that are tailored to your specific needs.
The financial plan we create for you will be a living document that evolves and responds to ever-changing events, such as shifting markets, job changes, and new opportunities. We continuously monitor and adjust your plan as required to address your evolving needs.
We start with the end. To ensure that your financial plan aligns with your objectives, we start with your end goals and work backwards. By understanding your priorities, we can establish your financial objectives with our five-step process.
Manage and protect your wealth.
No matter where you are in your financial journey, we can help you understand the important steps to take to create and manage your personalized wealth plan.
- Mutual Funds
- College 529 Plans
- Investment Portfolio Analysis
- Actively Managed Accounts
We create a comprehensive roadmap to help provide financial security for you and your family. We translate your personal priorities into goals such as funding retirement, purchasing real estate, meeting education expenses, supporting charitable causes, and transferring wealth. Then, we create and implement a plan to help you pursue your goals.
- Retirement Planning
- 401(k) Plans
- College Planning
- Tax Reduction Strategies
- Cash Flow Analysis
Help minimize threats to your wealth.
We seek to help protect your overall financial plan, your way of life, and your ability to pursue your goals even when the unexpected happens. We’ll tailor your plan to help minimize any threats to your assets.
- Disability Income Insurance
- Life Insurance
- Long-Term Care Insurance
- Variable Annuities
Without proper tax planning, taxes can drain your investments. A CPA by trade and CERTIFIED FINANCIAL PLANNERTM professional, Melony Harris brings you the benefits of her specialized knowledge in tax planning. She is focused on after-tax returns and is always mindful of the tax implications around your financial plan. Together, we will craft strategies that best serve your needs and help you avoid expensive tax surprises down the road.
Tax Planning & Consulting
See How High You Can Soar
Gain the confidence that comes with knowing that the protection of your assets and the management of your portfolio are designed to help secure the financial future you envision.