Our Services

We work with individuals to accomplish comprehensive life planning that meets their long-term goals tomorrow but helps them live their best life today. This plan is then tied to your Fetch Financial Life Hub so it doesn’t just sit on a shelf in a binder but is instead updated with your investment portfolio and reflective of your current life goals and priorities.

• Tax management
• College funding
• Retirement planning
• Estate planning
• Charitable giving
• Distribution strategies

Once your financial goals are identified, we’ll build a customized investment portfolio to meet them. Leveraging WFA’s state-of-the art portfolio stress testing and risk assessment tools, we help ensure that your questions are answered and needs are met. We’ll meet regularly to review your progress and adjust for any curve balls life may throw at you.

Learn More about the Steadfast Personalized Investment Platform.

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Access real-time statements and customized reports related to your financial plan. You can also organize and store documents that are important to your financial life, which may include a Trust or a Durable Power of Attorney, for example. This tool gives busy clients the peace of mind to know that everything they need is in one centralized location that can be accessed any time of day or night.

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We share your mission to help your retirement plan participants achieve their financial life goals. We can assist 401(k)s, 403(b)s, and non-qualified deferred compensation plans and their participants in making thoughtful decisions about their investment manager selection and plan design.

It's never too early to start talking to your children about money. We help you design a strategy for talking to your children and preparing them for wealth.

We work with founders, presidents and CEOs of companies and help them develop strategies to better manage and protect their business.

• Cash management
• Succession planning
• Retirement plans
• Key person insurance
• Deferred compensation

Recognizing that men and women think and talk about money differently, we created an educational website designed for women to learn how to live financially fearless. Visit StrongHERmoney.com to learn more.