Get Started

Our Firm

Let's Start a Partnership

Since 1992, our focus has been on helping the residents of Fairbanks, Alaska, pursue their overall financial goals by providing the highest level of service possible. 

Reach out to our office today to set up your complimentary discovery appointment. Fill out the form, stop by our offices, or call us Monday through Friday, 8:00 A.M.–5:00 P.M.

Schedule Your Appointment

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Your future is in good hands

Spend more time doing what you enjoy and less time worrying about retirement.

What to Expect

Our First Meeting

We like to think of our first meeting as an information exchange. We take this time to focus on getting to know you so that we can identify what you feel is important as well as who you are financially. It is also extremely important that you are comfortable with us, so we encourage you to come with all of your questions and ask away! In order for us to provide the best service, we ask that you gather the following for our first conversation:

Current financial statements for: