Phase 2 Advisors
Your Choice for Financial Services
Private Wealth Management and Retirement Planning
Institutional Quality Investment Management Services
May you live as Long - and as Well, as You Wish
We are a Fiduciary
Learn the Difference between Fiduciary and "Best Interest"
We help successful individuals and their families create, and live, a life that is of significance to them. We each define success and what is important to us differently, and that is why we work with a network of professional advisors to help our clients maximize the probability of achieving everything that is most important to them.
Business owners, including Farmers and Ranchers, have additional complexities revolving around the issues of developing an Exit Strategy or a Succession Plan.
We use a comprehensive process to help our clients address each of their five key concerns, by helping them:
We begin our relationship with clients by conducting an in-depth Discovery Meeting At the Discovery meeting we will look at where you are now, where you’d like to be and help identify any gaps. We’ll evaluate whether your current providers are doing a good job and, if so, we will let you know.
We only take on a limited number of clients for whom we can have a significantimpact. If we’re the right team for you, we will let you know. If we’re not, we’llrefer you to someone else who can take great care of you.
If you are interested in having a Discovery Meeting with us to see if we might be a good fit as your new advisor, we’d be happy to meet with you either in person or virtually. The Discovery meeting takes about 90 minutes.
We create strategies that are tailored to your goals.
Let's talk about your investment strategies.
Wealth Management integrates investments, Tax and Estate Planning.
We're prepared to guide you through life's transitions.
Current Interest and Market Insights
Access hundreds of articles, videos and presentations
"An investment in knowledge pays the best interest."
When you work with us, you're part of the family. Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come.
If you are already a client, we recommend revisiting this section often as a refresher of how to use your personal financial website and to learn how to make the most of this website as well. You have access to a lot of powerful information at your finger tips, and we encourage you to take advantage of them, as often as you can.
We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.