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.

Types of Services

Meet Our Team


Joshua Escalante Troesh |
How much do you really know about retirement benefits? If you’re like most Americans, it’s not that much. In fact, most of us have fairly poor “retirement literacy,” especially when it comes to the finer points of retirement benefits. 1 That may not seem like a big deal, but it can give rise to all sorts of landmines in the future, possibly derailing your retirement plans and goals. It could also impact your quality of...
Joshua Escalante Troesh |
How do you feel about the state of the economy? In more contemporary terms, what are your "vibes" telling you?