Our Approach

Simplify

Our aim is to simplify your financial world. Life is busy and we know that you have lots on the go, so let us do the heavy lifting for you. You make the decisions, we streamline and execute. Call us your financial concierge!

Organize

Often times people feel like their financial information and details are scattered all over the place with various information. Things like debt, investments, wills, insurance, etc. We bring everything together.

Protect

We protect your financial information, your assets, and most importantly your family. Through strategies and techniques we ensure that you are well protected.

Prosper

We strive to make sure that you and your family can enjoy your lives and not worry about your finances regardless of what phase of life you are in. Allow us to provide you with the benefit of proven financial principles and our many years of financial planning experience.

“Trustworthy, knowledgeable, supportive.”

Trustworthy, knowledgeable, supportive. These are adjectives that describe Jay Brecknell and Chris Singer. I have known them since 2002 and during that time have come to rely on them and their team for financial advice and guidance. I have no regrets. The investment and insurance recommendations that were received have proven to be solid and very beneficial to me and my family. They are now guiding me from being an active owner of a small professional business to full time retirement. They continue to provide me with the direction and encouragement to make financial and life decisions that are in my best interests.

H FORSYTH