Who We Serve

Throughout our time in the financial planning industry, we have had the privilege of distilling our practice down to working with individuals we enjoy serving. While we have the knowledge to work with a wide array of individuals, we are especially passionate about serving retirees, Dave Ramsey Listeners, business owners, retirement plan sponsors, and professionals.

Retirees

Retirement is one of the most exciting milestones in life and requires diligent planning. We enjoy working with individuals and couples within 10 years of retirement or those who are currently living in retirement. We focus on legacy planning and create income distribution plans to sustain your expected quality of life throughout retirement.

Dave Ramsey Listeners

Investors who enjoy Dave Ramsey's teachings know the importance of living a debt-free lifestyle and making wise financial decisions. We will work closely with you to pay off debt, build your emergency reserves, save and invest wisely, and create plans designed to balance today with your goals and dreams of tomorrow. Travis was selected as a SmartVestor Pro from 2016-2020 where he worked closely with Dave's team to serve new prospective investors in the Spokane, WA market. Today, Travis still adheres to Dave's simple, common sense education and baby steps but has chosen to focus his time and energy solely on serving his existing clients and referrals.

Business Owners

As a business owner, you have a lot on your plate and likely have questions about employee and executive benefits, corporate retirement plans, succession planning, and more. We will help you navigate these questions and work closely with your team so you can focus more on running a successful business.

Employer Sponsored Retirement Plans

Employers are faced with the challenge and risk of acting as both plan sponsor and plan fiduciary on their company sponsored retirement plans. We work closely with your plan’s trustee(s) and investment committee as a liaison between you, your employees, and various partners such as your TPA/Record Keeper and ERISA 3(38) Investment Manager to ensure your plan is successful, transparent, cost effective, and compliant.

Professionals

Many of our individual clients are hard-working professionals who appreciate the guidance and education of a financial advisor. If you have questions about your investment portfolio, what to do with your discretionary income, how much and what type of insurance is needed to protect your family or business, or how to prepare for retirement and other milestones, we can help.

We work well with clients who are seeking guidance , are teachable, and appreciate accountability. Although our client’s occupation and financial circumstances vary, we have the greatest value and impact on the following industries: accounting, architecture, business executives and owners, dentistry, education, law, and medicine.