How can we help?
Find out how we can help you retire comfortably, and stay comfortably retired.
01. How We Help You
We help you get to a successful retirement and then stay retired successfully. We help you answer your questions. Will we have enough to make it? How can we minimize taxes? How can we fund our children's education? Open, honest conversations establish a freedom to discover what personal and financial flourishing truly means to each client. Learn More
02. Our Beliefs
We believe humanity was created with inherent dignity, value and worth. Our advice must conform to that ideal. Thus, we provide fee-only, independent advice. This is the most transparent, respectful way for us to serve you. Learn More
03. How We Are Paid
Our fee is billed in arrears on a quarterly basis. Fees are negotiable under certain circumstances. Learn More
Christi Powell CFP©, RICP©
Founder and Owner
CERTIFIED FINANCIAL PLANNER© (CFP©) since 2007. Christi also holds the Retirement Income Certified Professional (RICP©) designation. Her B.S. is in Dental Hygiene, which she practiced for 20 years in four states. She teaches local, regional and national retirement classes for BetterInvesting®, a non-profit organization educating individual investors and clubs. Her focus is high net worth clients at or near retirement.
Brandon VanLandingham CFA, CMT, CFP©
Brandon's investment focus is on developing and implementing Core, Tactical, and Dynamic portfolio strategies for institutions, Registered Investment Advisors, and individuals. He is the author of “An Investor’s Guide to Portfolio Strategy Development: Theory, Techniques, & Know-How for Investors and Advisors.”
Financial Planning
Real life has real needs and real dreams and needs a real plan. Hope is not a plan. I help you explore your current financial situation and clarify your goals.
Cash Flow Management
Our questions are designed to identify your lifestyle needs as painlessly as possible.
Retirement Planning
Looming retirement, voluntary or forced, is often the main reason people talk with a CFP®.
Estate Planning
Using your plan as a guide, we work with a team of estate/tax attorneys to design the estate tools you need to accurately, privately and quickly settle your affairs.
Insurance Planning
Whether you are providing for your spouse and children, your business or your estate, insurance needs are analyzed.
Tax Planning
We invest with tax consequences in mind, not as a driver of choice but just one aspect of efficient investing.
Social Security / Health Care Planning
In this time of uncertainty it helps to have a CFP® analyze your unique Social Security and Health Insurance opportunities.
Education Planning
Learn about your available options, their pros and cons and how to fund for college.
Asset Allocation Planning
Asset Management service is all about helping you manage YOUR financial assets using a prudent and conscientious approach.
Charitable Giving
How and where do we give back? Optimize where and how you give.
Question
Are you ready for Retirement?
Wealth Management
We discuss obstacles, personal and external, and ways to deal with them. We build on positive areas and design a customized plan and strategy to reach your goals as efficiently as possible.
Wealth Accumulation
We pursue a holistic approach, incorporating all your investments in your plan.
Wealth Utilization
It is far harder to handle a portfolio once you start taking money out than it is when you make regular deposits.
