Let’s plan for it.

Fee Only Wealth Management for:

  • Successful couples nearing retirement & wanting financial independence. Are we ready? How do we make the most out of retirement?
  • Women in transition including widows, inheritance, retirement, career change, and divorce.




You’d like to have enough wealth so you can live a life with no regrets – the life you’ve always dreamed about.

And yet, you know how overwhelming and confusing it can be. Which solutions are the right ones for you and your dreams? How can you be sure you’ll be in the right position for life’s changes?

Let’s plan for it. Because so much is possible with a strategic, consistently implemented plan, we’ve created a proprietary method called The Smart Decision Process™. This method ensures nothing is overlooked while creating a dynamic model for making smart decisions based on your most important objectives and values. Simply put, it allows for flexibility and diligence in achieving your goals throughout the planned and unexpected developments in your life.

We’re here for the long-term with you. Ultimately, to be there to see you living that life of your dreams. We’re planning your success.

Our Consultative Wealth Management Process

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Impactful Charitable Giving without Disinheriting their Heirs

I imagine that many of us have charitable interests which we would like to fund while at the same time balancing our charitable giving with assets that we wish to […]

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When Life Changes, How Does it Change You?

Major life events—even when we know they’re coming—are pivotal times in our lives. We might not have any control over their occurrence or the timing of their occurrence, but we […]

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Searching for a Financial Advisor-Where to Begin?

Rick Epple, CFP®, CeFT®, has been a NAPFA member since 1999 and believes in his organizations approach to providing comprehensive wealth management to our clients on a fiduciary basis (always in […]

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