MEET OUR TEAM
Our team of professionals have decades of collective experience. Regardless of your financial management needs, we have the skills necessary to help you succeed. Meet our advisors: Joel Kamphuis & Lisa Paoli. Within our site you will find a wealth of information in the form of our current newsletter, calculators, and research reports.
INTELLIGENT STRATEGIES
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk.
Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, send us a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.