DETAILED PLANNING IS

our core capacity

Our principal belief is that everything begins with a well-designed financial plan. We’re highly adept at seeing the big picture of your financial life, and then addressing all the details that make the plan work – including identifying and resolving any gaps that may have previously been overlooked.

meet our FINANCIAL TEAM

JASON P. HUFFMAN,

CFP®, AAMS® FOUNDER & PRESIDENT, MSSFP FINANCIAL ADVISOR, RJFS

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

"The discipline of having to put your thoughts in order with somebody else is a very useful thing."

- Charlie Munger