bĭ-spōk′: Custom Made, with the highest level of personalization.
The best financial plan aligns your wealth with your values. Which is why so many cookie-cutter financial solutions don’t feel like they fit. I do things differently—because a thoughtful, tailored approach is what gives you the freedom to live, work, play, and invest with confidence.
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TOP BENTONVILLE FINANCIAL PLANNING, live from BENTONVILLE, AR., OR VIRTUALLY - WHEREVER YOU CALL HOME
Financial planning, tailored to your goals.
A high income doesn’t equal a high rate of return—or a high level of satisfaction. Creating the full picture of wealth means investing your time, money, values, and attention where they matter most to you. My tailor-made financial solutions help you get the clarity you need to live, work, play, and invest with confidence.
Whether you’ve had an advisor for decades, prefer a DIY approach, or are finally looking for a trusted advisor to make sure you don’t miss anything, a CERTIFIED FINANCIAL PLANNER(TM) can help build a financial plan to fit your unique needs.
We act in an independent fiduciary capacity whether you’re local here in Bentonville, Arkansas, or prefer to work virtually – nationwide, we’re equipped to offer Financial Planning with the latest tools and technology, wherever you call home.
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We utilize the Elements(R) Financial Planning System to help you make better money decisions faster.
Questions like:
Comprehensive Financial Planning
Align your Wealth and your Values to live a more satisfying, fulfilled life, without the stress of financial insecurity.
Investment Management
Portfolio design, Asset Management, Charitable Strategies. Vanguard estimates that an advisor can add 3% or more in net returns* compared with DIY investing
Financial Planning
Cash flow management, income planning, debt reduction, tax planning, wealth transfer, retirement planning, investments, real estate, and more...
Tax Planning
You're obligated to pay taxes, but you don't need to leave a tip.
Institutional Retirement
Creating a plan that benefits you and your employees,
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