At our firm, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management analysis
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s a good approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your unique situation.
Mark Massey has over 23 years of experience in the financial services industry. He has earned distinctions as a Certified Life Underwriter (CLU), a Chartered Financial Consultant (ChFC), and as a Dave Ramsey SmartVestor Professional....
For over 19 years, Tom Sandkamp has served the needs of his clients as a financial advisor. A resident of Canyon Lake, California, Tom and his wife Amanda have five children, three grandchildren and two rescue Siberian Huskies. In 2016...