1902 120th Pl SE
Discover the difference that a veteran team of independent financial professional's working on your behalf can do for you.
The C1 Check-up is where we gather data, learn what is important to you and start our analysis.
We shop the marketplace on your behalf to find maximum value available for the products and/or services needed to accomplish your goals.
"Client Focused — Client Centered — Client First"
This C1 Check-Up The C1 check-up is a full financial review that looks at everything from insurance to investments. We analyze your current situation and provide a blueprint for accomplishing your financial goals. C-1 Check-Up is where we gather data, learn what is important to you and start our analysis.
After receiving our recommendations if you choose to move forward, we put into action the recommendations you have chosen.
We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.
We create strategies tailored to your goals and personalized situations.
From business owners to individuals, our experience can help you protect what you value.
Utilizing data driven models we align your portfolio with your goals and continue making necessary adjustments along the way.
Preparation is the Key to Retirement
Retirement Accounts When You Change Your Job
Timing Your Retirement
President - CEO
VP - Risk Management
Customer Service Representative