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Trust Guidance Wisdom


Sharon, Dennis, and Sarah are redefining the financial planning and wealth management experience.

Our unique approach couples digital efficiency with human intelligence to deliver well-thought-out financial and investment advice with personal, concierge service.

Our goal is to positively impact our client's lives by reducing their financial stress through The EPPIC Method®: 5 Steps to Be More Healthy, Wealthy and Wise™.

We created The EPPIC Method® to coach our clients through life's financial goals and obstacles.

We pride ourselves in taking the time necessary to understand your unique views, goals and family dynamic.  These important factors influence our recommendations and the financial decisions you will make.

The EPPIC Method®

 5 Steps to Be More Healthy, Wealthy and Wise™

Evaluate

Smart financial decisions begin with knowing what you own.

We digitally organize your financial life with cutting edge, client interactive software, creating a client and advisor partnership to provide the best possible ongoing advice and timely recommendations.

We help you navigate and utilize our suite of technology, giving you confidence and control over your financial life.

Help reduce my financial stress!

Plan

We facilitate conversation around your financial future, help you set goals and devise a plan.  We continuously review your progress and advise on adjustments needed to stay on track.

There is no time like the present to plan for your future!

Protect

Life is not all fairy tales and happy endings.

The foundation of every financial plan is securing your family's financial well being.  Having the proper types and amounts of insurance coverage can make you a hero when tragedy strikes.  

Working with high quality Life, Disability and Long-Term Care providers, allows us to find optimal underwriting and pricing for each client. 

I want to save the day!

Invest

Investing takes discipline and guidance.  

Whether you have already built your wealth, or are in the process of building it, we have an investment and financial advice platform for you.

With increased investment complexity and the constant bombardment of information, professional investment advice is essential in blocking out the noise, keeping you focused on the facts.

Be my investment coach!

Coach

5 Benefits of a Wealth Coach:

  • A coach is a professional confidante with your best interest in mind
  • A coach sees and believes in your potential 
  • A coach helps you expand your thinking
  • A coach will help you go around, go through, or go over obstacles that limit you success
  • A coach holds you accountable to your plan and goals.
Be My Wealth Coach!

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 Investment IQ."