Our Approach

The traditional approach to financial planning is based on the individual advisors working on parts of the plan and the client in the middle trying to coordinate his or her activities. This can be a recipe for disaster, when the client is too busy with his or her own obligations and lacks the expertise to consistently monitor and evaluate the work of the advisors. That’s why clients hire advisors in the first place.

Our approach is very different. We work very closely with our clients in developing their Total Wealth Solution™, and we have the experience to coordinate the activities of their traditional advisors in The Total Wealth Activator™ phase.

We also have the support of the Kestra Investment Services, LLC (Kestra IS) and Kestra Advisory Services, LLC (Kestra AS). They are a couple of industry leaders dedicated to supporting independent financial advisors with a wide range of tools to help our clients reach their financial goals.