

FOR YOUR FINANCIAL GOALS
WHEN SEEKING FINANCIAL ADVICE, YOU SEEK A COUNTERPART WHO IS EQUALLY AS DELIBERATE IN DELIVERING CAREFULLY MEASURED GUIDANCE.
We are driven not only by years of experience, but by disciplined planning, attentive insight and analytical capabilities. Our objective is to serve as your trusted financial partner – to help you arrive at the informed decisions you value, and enjoy the confidence in knowing that every financial matter is fully addressed.
comprehensive planning
financial planning
Read More →
Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed.
Retirement Planning
Read More →
We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve...
Risk Management
Read More →
One of the most important functions we serve is helping to protect all you have worked to build. Fortunately, there are a number of ways to help.
Get to know
YOUR ADVISOR
JASON P. HUFFMAN, CFP®, AAMS®
FINANCIAL ADVISOR, RJFS
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Plannerâ„¢,   and Â
 in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
structured process
Gaining a good understanding of who you are and what you want to accomplish greatly aids us in designing, implementing and managing a plan that precisely fits your life.
Analytic insights
We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.
personalized guidance
We are well-versed in addressing individual needs, and applying our specialized knowledge to the financial matters and issues specific to you.