Our goal is to help you understand and achieve financial independence in a way that is meaningful to you.

Why Choose Us:

Since 2006, we have provided financial guidance to individuals, hard-working families, and small businesses.

We have no account minimums and our assessments are complementary.

Services Provided:

  • Managed Accounts

  • Mutual Funds

  • Annuities

  • Retirement Accounts

  • 401(k) Rollovers

  • Term Life Insurance

  • Complementary Financial Needs Analysis

Scott Godfrey

Owner & Financial Advisor