Our primary regulator, FINRA, provides numerous investor education materials. One resource is Broker Check which provides information about firms and financial advisors.
Thank you for contacting us!
Congratulations on taking the first step toward a solid financial future. We are looking forward to guiding you.
We will contact you as soon as possible to set up your first appointment. If you prefer, you can use our scheduling calendar below to choose your appointment. Either way, we are excited to get started.
Casey Clementz
Darby Brower Jr.
In the meantime…
Feel free to review some of our recent financial articles.
Section 105 Plans Can Help You Manage Health Care Costs
Section 105 of the Internal Revenue Code may very well be one of the "best-kept secrets" for managing your company's health care costs. The medical reimbursement plans allowed under Section 105 provide sole proprietors, partnerships, C corporations, and limited...
With Noncompete Agreements, Enforceability Counts
Competition is the backbone of the American economy. But business owners need to consider the consequences of a consultant or key employee opening a rival company - stealing trade secrets, hiring valued staff, and luring away customers. This could pose a serious...
401(k)s: Preferred Choice for Retirement Savings
When trying to save for the future, a 401(k) retirement savings plan can help you attain your objectives on a tax-advantaged basis. Named for the section of the Internal Revenue Code (IRC) that created it, a 401(k) plan may be one of the most popular and valuable...