About Us
Blending the best of cutting-edge technology with the personal touch of your own financial planning team. We believe it’s important to get to know each other and learn what makes you tick. This helps us learn if we’re a good fit, and gives us insight to help build an ideal retirement tailored just for you.
We adhere to the fiduciary standard with our clients.
What is a Fiduciary Financial Advisor?
The word “fiduciary” comes from the Latin “fiducia,” meaning “trust.” We believe that trust is the bedrock to any meaningful and long-lasting relationship. Our clients put their faith in us, not only to help themselves succeed throughout retirement, but often their friends, family, and members of their community.
Fiduciary Oath:
- We will always put our clients’ best interests first.
- We will act with prudence; that is, with the skill, care, diligence, and good judgement of a professional.
- We will not mislead clients, 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 our clients’ favor, any unavoidable conflicts.
Our Team
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![Meet Jami]()
Jami Barkley
Meet JamiChFC® RTP™ EA
Tax Specialist
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![Meet Kalilah]()
Kalilah O'Gwin
Meet KalilahExecutive Assistant
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![Meet Tyler]()
Tyler Finken
Meet TylerMedicare Plan Review
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![Meet DeAnna]()
Now is time to make the Next Best Step Phone Call.
Schedule a Next Best Step Phone Call for an introductory discussion. From there, we will build a plan for you (or part as friends).
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