Business Spotlight

What Services or Products does your business provide?

We are a full service Fiduciary Financial Planning firm. We help people Retire Wealthier, Happier and Earlier.

What types of advertising are you currently doing and what types of advertising have been most successful for you in the past? (It’s ok if it isn’t IndoorMedia 😊)

Several marketing tactics in play; including indoor media at a few locations.

Are there any certifications, awards, or media recognition for the business? Please include certifications that may seem obvious, like certification from the board of health for restaurants.

USA Today Best Financial Advisory Firms 2023 earned #4. We are part of this firm that earned the award; on our website too. Article link https://www.usatoday.com/story/money/2024/04/23/financial-advisor-top-firms-ranking/73327679007/

How many employees does the business have? Are there any special employees that have a unique story? Are there any employees who have been with the company a particularly long time?

We are a Veteran and Women owned Fiduciary Firm.

Explain why a customer should consider your business instead of going to a competitor.

We are very unique in that we focus on mindfulness and wellness methods into our financial planning. We guide and host event son breathwork, meditation, and ways to decrease stress.