Broker Check
Behavioral Finance

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

WE'RE WITH YOU EVERY STEP OF THE WAY

We'll work closely with you to develop a flexible financial strategy that can adjust to your goals, no matter what.

The Utility of Sector Investing

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Learn More
How Retirement Spending Changes With Time

How Retirement Spending Changes With Time

It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.
Learn More
Federal Income Tax

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Learn More

HOW WE WORK

We offer comprehensive insurance solutions and smart protection strategies.

Allison Stanley

Allison Stanley

Administration

Afton  Land

Afton Land

Administration

Luke Granlund

Luke Granlund

Wealth Management Assistant

LET'S GET CONNECTED

Thank you!
Oops!