Broker Check

Our 4 Step Process

Visions & Values

Visions & Values

We take the time to get to know you, your values, and what's most important to you.

Collaboration

Collaboration

Working together with you, we come up with strategies that work to accomplish your goals.

Implementation

Implementation

We work closely with you to implement a customized plan that is tailored to your unique needs.

 Monitor

 Monitor

With regular and consistent communication, we help you stay on track and make adjustments as needed.

Mission Statement

Our mission is to provide a customized client experience by delivering professional financial advice and strategies in the areas of insurances, investments, taxes, retirement and estate planning.  We strive endlessly to improve our value to our clients by being the primary resource for comprehensive wealth management.  Providing high quality in financial planning for our clients is of the utmost importance to us.

We believe in placing your best interests first. Therefore, We are proud to commit to the following five fiduciary principles:

The Fiduciary Oath

The Fiduciary Oath

We will always put your best interest first.

We will act with prudence; that is, with the skill, care, diligence, and good judgment of a professional.

We will not mislead you, and will provide conspicuous, full and fair disclosure of all important facts.

We will avoid conflicts of interest.

We will fully disclose and fairly manage, in your favor, any
unavoidable conflicts.

A Message from Kelley and Glennel, Certified Financial Planners®

As Seen In TIME, Fortune, Entrepreneur & Bloomberg Businessweek


Meet Kelley Tom

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Meet Doug Slagel

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Meet Glennel W Jordan

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These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

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