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Our Process

Our Process

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<strong>Focused On Your Financial Future</strong>

Focused On Your Financial Future

From retiring early to funding a college education to fueling your passion for philanthropy, we want to know what’s important to you, your spouse, and your family — and how you see your needs changing over time. Read more below about how we can work with you to help your financial needs.


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A Client-Centered Approach<br/>

A Client-Centered Approach

Regardless of the level of wealth, we’ve always believed that people can live a better life if their finances are properly managed and well-understood. This inspired us to pursue a career in financial services to help people live a life focused on what’s truly important.

  • Retirement

    Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.

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  • Estate Management

    Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.

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  • Lifestyle

    Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual enjoy the journey.

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Knowledge Leads to Financial Freedom

From retiring early to funding a college education to fueling your passion for philanthropy, our client-focused resources can help.

How Much Home Can I Afford?

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
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Lifetime of Earnings

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.
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What to Look for in Personal Finance Apps

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.
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Lots of Variables with Fixed-Rate Mortgages

Lots of Variables with Fixed-Rate Mortgages

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
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What is most important to you?

Our professionals have over a century of combined experience in the financial services industry. With our knowledge and your goals, a sound financial strategy is more attainable than you might think. No matter where you may be on your journey, we look forward to helping you cross that finish line.

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James P.  Stoes, AAMS®

James P. Stoes, AAMS®

Founder | Investment Advisor Representative

What is most important to you?

Our professionals have over a century of combined experience in the financial services industry. With our knowledge and your goals, a sound financial strategy is more attainable than you might think. No matter where you may be on your journey, we look forward to helping you cross that finish line.

Contact Us

How Much Do You Know About Investing?

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 Investing IQ."

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Schedule some time to talk about your financial needs.

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