No Judging.

No Judging.

First, we start with an honest, heartfelt conversation. It's important we really get to know you. What's most important in your world? Don't hold back. Tell us about your life's goals and values, your hopes and dreams, your fears and challenges.


We meet you wherever you are on your financial journey. No judging. 

No Jargon.

No Jargon.

Our team of Financial Planners will design - and help you implement - a personalized financial strategy to address your most pressing concerns today and create confidence for tomorrow.


We treat clients like friends, talk straight, break down complex actions into manageable steps and educate along the way. No jargon. 



No Wavering.

No Wavering.

As a husband and wife led financial planning firm, we understand what it takes to build and sustain a loving, trusting, committed relationship. We bring these same values to our client relationships as well.  


Think of us as valued financial friends for life. We're in this for the long haul. No wavering.

Helping you confidently navigate life's financial transitions.

No judging.     No jargon.      No wavering. 

Tracy Shackelford & Harold Philipsen

As a happily married couple and long-time business partners, we understand what it takes to sit at the same table and work together. We use our shared experiences and specialization to help clients with independent financial decision making during life transitions: 

  • Financial Philosophy:  Helping you and your money align on values, goals and decisions. 
  • Surviving this Market:  What steps should I be taking to mitigate losses in this market? Am I anxious about my portfolio? Do I have a big expenditure over the next 3-5 years and need a plan for it? Am I sitting on a lot of cash and don’t have a plan for it? 
  • Losing a Spouse:  What decisions do I need to make, and when? My spouse managed the money – how do I know if I (my family) will be ok?
  • Preparing to Retire:  I really want to retire in the next few years. How do I consider retiring with the market so uncertain? How do I create my retirement paycheck? How do I manage taxes and Medicare premiums? 
  • Death of a Parent:  How do I handle the estate? What should I do with the assets? How are these assets going to be taxed?
  • Accident or Medical Diagnosis:  What choices do we need to make? Can our investments support this new change?   
  • Selling a Business:  I’ve worked hard for a long time. How will I spend my time now and will this sale enable me to fund my retirement and finance my lifestyle? 
  • Divorce:  Are the assets being divided fairly? Will I be ok? How do I budget? How can I plan for retirement? Will my kids be ok? 
  • Empty Nest: With the kids now out of the house, how can I figure out if I am on track for retirement?

Whatever life has in store, you're not alone. We're in this together. And from the moment you meet our team, you'll feel an immediate difference...a personal connection, genuine warmth, care and comfort. We can't care more than you do about your goals and dreams...but we care just as much!

How can we help you?

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