Who We Are

What makes us different?

Your goals govern the planning recommendations. We never make recommendations simply to sell you a product. 

Fiduciary advice

Your interests first, period.

Heart of an educator

I come from a long line of educators and even taught high school students myself. Financial planning is more than making recommendations and giving advice, it's also about educating to better understand why.

Christian. Conservative.

In today's charged environment, it isn't popular to publicly express religious and political beliefs. I'm not concerned with popularity; rather, I uphold my beliefs.

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Lucy

Hank