How We Help
We develop comprehensive financial plans for families and individuals. Then we assist in implementing the plan, utilizing financial vehicles to achieve our client’s goals for a more secure and fulfilling retirement.
Learn More: How We Help
Learn More: How We Help
Who We Help
We help those within 3 years of retirement, 55+, with retirement plans. We also provide investment plans for those with $250K or more in available assets. Our specialty is corporate employees.
Learn More: Who We Help
Learn More: Who We Help
Our Process
Our Technology Empowered Advisor Method (TEAM) approach to financial planning integrates the personalized touch of an advisor with advanced software tools to assess, analyze and report solutions.
Learn More: Our Process
Learn More: Our Process
Krista McBeath, ChFC®
President, Investment Advisor Representative
As your financial advocate, I take the time to understand your retirement goals and dreams. I am guided by your objectives and I’m not obligated to any single product or company. I’m committed to acting in your best interest to provide a comprehensive investment strategy with the goal of preserving your wealth, lifestyle and legacy.