Money is a complex topic but, at its root, it is a tool to pursue your goals. Andy Tate and Ben Setterlund focus on your goals and helping you use your resources effectively.

As Financial Advisors and CERTIFIED FINANCIAL PLANNER™ professionals, we recognize that the many areas of your financial life are intertwined. When you make a change to your tax situation, it might affect your retirement strategy. Changes to your estate plan might require you to make changes to your insurance policies. Financial Professionals help you achieve your goals by considering multiple areas of your financial situation.

"In preparing for battle I have always found that plans are useless, but planning is indispensable.”   - Dwight David Eisenhower

Additional information about individuals registered with FINRA can be found on FINRA's BrokerCheck.

Financial Strategies
financial process The financial environment today is fluid, complex and full of noise. Hiring an objective third party to help clarify your goals and review your current situation is important.

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Investment Services
It is important to make sure you are using your resources effectively to achieve your goals. It is important to take advantage of strategies that can help you distribute those resources efficiently.

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Insurance Services
We will work with you to understand the commitments you have made, the risks that you experience and the choices you have to deal with those risks.

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