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INDEPENDENT PLANNING

Adam Finch, and Mike Rautiola are CFP® professionals. We offer a comprehensive review of your finances with no strings attached.

RETIREMENT

Plan to maintain your desired lifestyle before and during retirement.

INVESTMENT

Our goal is to help you to enjoy your money while we diligently manage your investment assets.

UNIVERSITY FIDELITY & TIAA CREF ACCOUNTS

We focus on the unique opportunities and challenges afforded to University & Hospital faculty and staff.

Download Our Tax Reform Ebook!

There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

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Investments

You’ve made investments your whole life. Work with us to help make the most of them.

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Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

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How Much do You Know About Investment?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."