Your Game of Life
Remember the days when life was simpler, time was more plentiful, and life’s possibilities seemed endless?
What happened? Life happened.
Now imagine your future. Is it clear to you? Have you sorted out all of your options? Are you living your life on purpose? Have you made smart decisions with your money? Could your life and money be in a better and stronger place than it was yesterday?
Now might be the time to open your gameboard of life and get started. What is the object of your game?
We are not controlled by any other firm, producers group, insurance company, or financial organization of any kind. As a result, we are not faced with the potential for conflicts of interest – those which may not be in your best interests. We are guided by the fiduciary oath we take as a member of NAPFA – The National Association of Personal Financial Advisors.
In 2000, after an eleven year career with a large financial services institution, our co-founder, Chip Addis, decided it was time to operate differently - reflecting more of his core values and beliefs Together with Justin Hill they formed a company that revolves around their personal values, unique abilities, talents, and they developed an authentic culture that thrives more today than ever.
Specialties
Financial planning then investment management
