Without Purpose, money has no meaning. If your only goal is to increase your wealth, at some point it just becomes a number on a piece of paper.

Your guide and partner in building your great life, both now and in the future. Through an ongoing planning process, we partner with clients to offer guidance, education, and accountability to help financial plans to be implemented and life goals to be achieved.

Planning goes beyond investments and insurance to include advanced planning on taxes, retirement, asset protection, and anything necessary to help you achieve your goals. And because we don’t sell insurance or financial products, there are no conflicts of interest from commissions or other kickbacks.

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Meet Our Team


Believe it or not social media scams have been picking more pockets than any other scam today––including phone call and text fraud. 1 There have been more than $2.7 billion in losses to social media scams between January 2021 and June 2023. 2 And whether or not you’ve seen these cons in action, they don’t look the same today as they did even a year ago. 2 They’re becoming more personalized and harder to detect...
Joshua Escalante Troesh |
Markets have been very volatile lately. What’s going on? Let’s take a quick look at the factors that are influencing markets right now.