Hey, We’re Nic And Jeff.

We Design Financial Plans For Busy Executives and Their Families

Start Today, With The Financial Fortress Blueprint™

Choose Know My Plan Because You Want To… 

Know What You Own and How It Impacts Your Life and Loved Ones

Replace Financial Ambiguity and Confusion With Clear Next Steps

Address The "3 Barbarians" Trying To Take Your Money

Dollars and Diagrams

Check Out Our Blog, Dollars and Diagrams, Where We Explain Complex Financial Topics With Easy-To-Understand Diagrams

 Click the icons below to learn more about each topic.

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College Planning

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Disability Insurance

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Estate Planning

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Investments

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Life Insurance

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Retirement Funding

Two CFP® Professionals On A Mission To Simplify Financial Planning

We’re On A Mission To Help Busy Executives Across The Nation Conquer Their Finances

Fiduciary

A true financial partner who acts only in your best interest.

Fee-Based & Independent

In an advisory capacity we work for you and are paid by you and you alone.

Custom-Tailored Plans

Get a financial plan that is built around your needs and situation.

Most Financial Plans Are Overwhelming (And Boring)…

So We Turn Ours Into Fun Stories To Make Them More Interesting. Castles, Moats, and Barbarians Included…Yeah, Really.

graphic 10 actions to take

10 Actions To Take 10 Years Before Retirement

In this paper we discuss 10 actions you should take to develop and deploy a successful long-term wealth plan. It will help you make decisions about your financial journey today and well into your retirement chapter.

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