Business <br/>Owners

Business
Owners

We create personalized strategies that are tailored to your unique situations and life transitions.

Learn more
Financial Issues <br/>for Women

Financial Issues
for Women

Years of experience have prepared us to guide you through your life transitions.

Learn more
Nearing or in<br/> Retirement

Nearing or in
Retirement

As you prepare for a new transition in life, we can help you seek new adventures.

Learn more
Retirement Plan<br/> Services

Retirement Plan
Services

As a business owner, providing a quality retirement plan can help retain valuable employees.

Learn more

Client Learning Center

We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

Riskalyze

Riskalyze

We create strategies that are personalized to your needs and goals.

Learn more

eMoney

eMoney

Years of experience have prepared us to guide you through your
life-long transitions.

Learn more

Consider These 3 Things Before Driving Off the Lot

Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
Learn More

When Does Your Personal Car Become a Commercial Vehicle?

When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
Learn More

Acres of Diamonds

Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Learn More

4 Critical Social Security Facts

Social Security is a significant concern for many Americans and plays a vital role in retirement. Learn about important Social Security facts and what you should know as you plan your future.

Explore Resources by Topic

We offer a full range of financial planning and investment services and have access to a wide array of solutions.

Cash Flow

We’ll analyze your cash flow situation to calculate if you’re on track for retirement and help ensure your peace of mind.

Learn more

Lifestyle

Striking a balance between work and leisure is just one aspect of the wide-ranging, lifestyle-related matters relevant in today's world.

Learn more

Retirement

Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited about for what’s to come.

Learn more

Estate

A sound estate program can help protect your family from the financial consequences of life's unexpected events.

Learn more

Tax

Managing your money involves more than simply making and following a budget.

Learn more

Investment

Smart investing doesn’t have to be complicated. Understanding strategies may help you avoid common pitfalls.

Learn more

Meet Our Team

Seth Franklin

Seth L. Franklin

Financial Advisor

Leann Allen

Leann Allen

Administrative Assistant

Reach Out to Us!

We can prepare a personalized strategy for YOUR lifelong journey.

Connect With Us