Leaving Your Lasting Legacy
The Long Run: Women and Retirement
Retiring in Style
Worried about maintaining your lifestyle throughout retirement? Save for retirement without sacrificing your quality of life...
Helping you confidently navigate life's financial transitions.
No judging. No jargon. No wavering.
First, we start with an honest, heartfelt conversation. It's important we really get to know you. What's most important in your world? What has brought you to meet with us? What financial decisions do you need to make now and in the future? What do you really want out of this and future stages of life?
We meet you wherever you are on your financial journey. No judging.
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.
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.
Tracy Shackelford & Harold Philipsen
As a 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:
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!
Principal / Wealth Management Advisor
Wealth Management Advisor
LPL Registered Administrative Assistant, Investment Research and Planning Analyst
Client Service Associate
Client Services Associate
Chief People Pleaser