Financial Planners. Investment Managers. Fiduciaries.

More About Our Team

FINANCIAL PLANNING MADE EASY

We’re Ready to Help

We believe that everyone can benefit from and deserves a financial plan, but we know that most people don't seek out help until they've already experienced a pretty substantial life-event. Because of this, our approach is different from the other guys’. We’re here to help you through your latest event and set you on the right path for any of life’s future events thrown your way. We are fee-only financial planners and fiduciaries that hold to a code of ethics that require us to act in the best interest of our clients. Our financial planning and investment management services cost 1.5% annually on any assets that we manage from $0 to $1,000,000.

I JUST CHANGED JOBS

You recently changed jobs! Congratulations! Everyone has opinions about what you should do with your work retirement plan. Let us help you get your retirement plan information in line. Maybe you’re now self-employed? Great! Let us keep you on the right track.

Learn More

I JUST INHERITED FARM LAND AND I DON’T FARM

This can be tough. If you're like Jason Demland, you may be the 5th generation of a family that stands to inherit family farm ground and are conflicted about what to do since you don't farm. Jason specializes in financial planning that helps you make good decisions that will honor the legacy of your family while creating a new one for generations to come.

Learn More

I'M A BUSINESS OWNER AND WANT SOME SUPPORT

Being an entrepreneur takes a lot of grit and moxy. It also takes a lot of time and money. It also takes time away from your family. Jason Bernal specializes in financial planning and tax-strategy for young small business owners who are succeeding at business and want to succeed with their families as well.

Learn More

I CAN’T RELATE TO ANY OF THE ABOVE. HOW CAN YOU HELP ME?

Maybe you haven’t had a crazy financial event happen to you lately. Maybe you are trying to get ahead of the events. We applaud you. Either way, we’re here to get you on the right financial path.

Learn More

MAKING FINANCIAL FREEDOM EASIER

Free Tools

Are you completely lost and trying to figure things out on your own? Use some of these tools to guide you through your journey!