As stewards of our clients’ assets, we help our clients create financial plans based on their values, priorities, and wishes.
Who We Are
As Independent Financial Advisors and non-captive insurance agents, we put the clients needs above all else. This enables us to create custom comprehensive financial plans and investment services tailored to each client. We partner with your CPA, attorney, and other trusted advisors to ensure your accounts align with your wishes and strategic goals.
We view ourselves as stewards of our clients’ assets, meaning that we help our clients design a plan that is centered on and aligned with their values and priorities.
We adhere to the seven-steps of the financial planning process laid out by the CFP Board. We believe a comprehensive, holistic financial plan provides a roadmap for your financial future. The plan keeps you, the client, at the center and in control.
We believe in a risk-managed approach towards your financial plan and investment strategy. In a holistic financial plan, we examine common events that can alter a financial plan and recommend ways to protect against them. In investment management, we believe avoiding large losses is the most important factor in the pursuit of our long-term investment goals and this drives our investment decisions.
Implement your strategy with an agreed upon timeline and actively monitor your progress while determining the next step.
CFP® - Financial Advisor
Retirement Plan Advisor
Director of Client Relations
Director of Client Services
Nathan Mateer, Joey Biggerstaff, and Chris Webb are soled an investment advisor representatives of Generations Financial Management, a DBA of Advisor Resource Council, and not affiliated with LPL Financial