Over 30 Years of Service

In our 31st year, we realize how blessed we have been to impact so many lives by simply doing what we are passionate about. We attribute our success to the long-term, genuine relationships we forge with our clients, and our focus on helping each client gain clarity, confidence and capability. We have stood with our clients at weddings, baptisms, and funerals; celebrating milestones and walking alongside in times of trouble. What an amazing honor it has been and continues to be.

— Jerry Black, Founder & Managing Principal

Office desk

It All Begins with Clarity...

You may have heard the saying that goes something like, "you have to start at a different place to have a different result".

Guiding you in the management of your finances becomes much more effective and powerful in the context of helping you with decisions which move your life from one of success to one of significance.

We start with clarity.

Learn More About Us

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Educational Videos

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How to Overcome 3 Unconscious Biases That Can Keep Your Financial Goals Out of Reach

Jennifer Hester |
Categories
Investments
Finance
Lifestyle
In a perfect world, every money decision we make would be totally rational. We’d consider all of the facts. Then, we’d balance them with the risks to make the most logical choice available. 1 That sounds simple. Yet it doesn’t happen as much as it should in the real world. 1, 2 That’s because many of us aren’t relying on logic and the facts to make financial decisions—and we probably don’t even realize it. 2...
Easy Ways to Financial Health

Easy Ways to Financial Health

Jennifer Hester |
Categories
Finance
*This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties. Individuals are encouraged to seek advice from their own tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own personal legal or tax counsel. Neither...
Why Financial Professionals are Still Important

Why Financial Professionals are Still Important

Jennifer Hester |
Categories
Finance
*This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties. Individuals are encouraged to seek advice from their own tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own personal legal or tax counsel. Neither...