Our Team
Jan Kuha, AWMA®
Jessi Geraci, Client Service Specialist
Jessi Geraci, Client Service Specialist
Jessi Geraci, Client Service Specialist
Jessi Geraci, Client Service Specialist
Jessi Geraci, Client Service Specialist
Todd Fisher, Financial Advisor
Jessi Geraci, Client Service Specialist
Todd Fisher, Financial Advisor
Who We Serve
Retirees
Business Owners
Business Owners
Discover a strategy that offers retirees a secure approach to financial planning and retirement lifestyle. We are committed to providing clear, client-focused solutions that empower you to achieve your retirement dreams.
Business Owners
Business Owners
Business Owners
We focus on the important aspects of a business owner, such as self-employment tax advice, retirement forecasting, estate planning, exit planning strategies, corporate retirement plans, and excess benefit plans for key employees.
Wealth Builders
Business Owners
Wealth Builders
You have to start somewhere - allow us to provide you with the financial planning insights you need. Learn how to organize for success, plan for retirement, and dig into estate planning.
The Approach
Mind Maps and Goal Setting
Mind mapping is important in goal setting because it helps individuals visualize, organize, and clarify their goals. It allows for a structured and holistic approach to setting objectives, breaking them down into manageable steps, and identifying connections between different goals. This visual representation enhances understanding, motivation, and the ability to create effective action plans to achieve those goals.
Setting financial goals provides motivation, allows for better resource allocation, and enables tracking progress toward achieving financial security and long-term aspirations.
This process shifts the focus from generic financial advice to personalized strategies designed to achieve specific objectives.
