complete your map with our guidance.
map elements
financial counseling
It all begins with a determined destination, financial peace. Once we discover what financial peace looks like for you, our team builds a map to guide you there. After setting out, we act as your guide keeping you on the path.
life insurance
Protecting those on the path with you is a key element to any journey. Your guide will properly position a stream of income for anyone traveling the path with you, or provide liquid capital to pay estate taxes or other obligations.
401k management
Leave the administration of your 401(k) portfolio to your guide. Teamed with our money management partners, we’ll decide when and how to reallocate and rebalance your assets appropriately.
hsa management
Managing your health through funds set aside in a Health Savings Account (HSA) is a tax-advantaged way of paying for medical expenses. Leave the administration to your guide, knowing your resources for qualified medical expenses are in good hands.
“If you can follow the path, i’ll build the map that ends at financial peace.”
—ROBERT (BOBBY) J. STEWART, JR., Investment Advisor Representative