Personalized Wealth Strategies For What Matters Most.
Advisors who understand where you’re going and help you get there.
We don’t:
✗ Push one-size-fits-all strategies
✗ Get paid commissions
✗ Hide behind complexity
We do:
✔ Create personalized strategies
✔ Prioritize your financial goals
✔ Pride ourselves in transparency
Our Services
Financial Planning
Create a roadmap for your money with expert guidance on budgeting, saving, and reaching major life goals like homeownership or retirement.
Your personal financial guide helps you make smart decisions about your money today and for the future.
Estate & Legacy Planning
Plan what happens to your assets and property after you're gone, ensuring loved ones are taken care of and your wishes are followed.
This includes creating wills, trusts, and strategies to minimize taxes and avoid family conflicts.
401(k) Plans
Comprehensive and personalized retirement savings plans for businesses of all sizes.
Offering employees tax-advantaged ways to save while providing employers valuable recruiting and retention tools.
Quickbooks
Expert setup and support for QuickBooks software to track income, expenses, and taxes, making bookkeeping simple and accurate.
Manage your business finances efficiently so you can focus on growing your company.
Investment Management
Professional portfolio management that strategically allocates your money across diversified assets based on your risk tolerance and time horizon.
With transparent communication and ongoing rebalancing, your portfolio is continuously optimized to work in harmony with your evolving financial picture, while protecting your long-term objectives.
Philanthropic Planning
Charitable giving that maximizes your impact while potentially reducing your taxes. Whether supporting a charity now or leaving a lasting legacy, develop a giving strategy that aligns with your values and financial goals.
Our Team
Tim Goodyear
BUSINESS & FINANCIAL ADVISOR
Molly Goodyear
BOOKKEEPING & QUICKBOOKS GURU
Ted Goodyear
BUSINESS & FINANCIAL ADVISOR
Questions? We’re here to help.
Reach out to us by filling out the form and a team member will be in touch shortly.