Why Choose Us

Highlights

NATHAN MEDINA: CFP®, CERTIFIED FINANCIAL PLANNER™, IAR, Investment Advisor Representative, EA, Enrolled Agent, CRPC®, Chartered Retirement Planning Counselor (CRPC®)

Our Mission is to help you and your family clearly assess your financial situation, define your financial goals and dreams, and then chart a specific and successful path to the attainment of your financial goals. We want to help you implement this strategy and monitor the progress of the plan over the coming years while making modifications when circumstances warrant. We exist to deliver to you: A relationship that is based on competence and integrity; Performance that is reasonable and based on recommendations that are grounded in well-established financial planning principles; and high level service that is respectful and timely. Whether you have retirement questions, inheritance issues, or other life events that warrant financial planning, we can put together a strategy that works to simplify your financial life.
College Planning
Retirement Planning
Investment Strategies
Liability Management

There are five key reasons to do business with us

01. Clarity of Purpose

Our focus is on helping you accurately assess your current financial situation, clarify your goals and dreams, and then help you chart a successful path to the attainment of those goals. Working with us will help you clarify what you need to do so you can confidently move forward realizing your dreams.

02. Competence

We are constantly honing our craft, day after day, week after week, and year after year. The markets and the economy are ever-changing and, as advisors, we take pride in helping clients like you move forward quickly by providing sound, independent financial advice based on core principles. Continuing education, workshops, research, and webinars are a daily ritual so that we are the key advisor for you now and later. Furthermore, we have built an infrastructure of reputable professionals so if your need falls outside our area of expertise, we can refer you to someone who will bring you a solution.

03. Integrity

A trustworthy relationship is based not only on competence, but also on integrity. We always put our clients interests first. Anyone can say that, but we are firm believers that the world is a small place. The more good that we do for you, the more likely you are to talk favorably about us to people you know. This – over the last two decades – has allowed us to dramatically grow our enterprise. Integrity is a sound business practice, yes, but more importantly, it is just the right thing to do.

04. Focus on the Relationship

Knowing that this is a relationship is essential in understanding the value of what we can do for you. Like in all relationships, the more open our communication, the more meaningful the relationship. It is essential that we fully understand where you are now and what your goals, dreams, and fears are so that we can help you get to where you want to be. It is also important that you ask questions if you need clarification and communicate if something in your life has changed so that we can make the necessary adjustments to your plan.

05. Holistic Financial Planning

Taking a look at pieces of your financial situation separately will not effectively move you forward towards the accomplishment of your goals. To focus on maximizing results, it is imperative that we look at your entire financial situation. Your goals influence how you invest your money. The size and type of your mortgage determines how much you should keep in savings. Your taxable income helps determine the type of retirement account you should have and the amount you should contribute. Your lifestyle today will dictate how you enjoy tomorrow. The various components of your finances are interrelated and, as CFPs, we believe we can help you marshal your resources to get your money working most effectively for you.

Still looking for more info? Contact us to start your needs assessment today.