Process | Wealth Management in Investing, Retirement | Better Money Decisions

Empowering you with compassionate guidance.

Our recognized, holistic wealth management process allows us to partner with you as your complete financial advocate. Our team works in equal parts as your investment manager, financial planner, coach, and personal guide.

Financial Wellness for Life®

Financial decisions impact almost every aspect of our lives. Without a holistic view, a change in one area can disrupt others, preventing personal financial harmony. That’s the reason we created our Financial Wellness for Life® service.

Financial Future Roadmap

Comprehensive financial analysis and life plan.

Investment Positioning

Portfolio custom designed based on your individual situation to enhance financial success. Includes risk assessment, cash flow needs, and tax-efficient strategies.

Cash Flow Strategies

Structuring income from your investments and creating a monthly paycheck while minimizing taxes.

Yearly Tax Planning

A review of tax considerations, required minimum distributions (RMD) and capital gains and losses.

Insurance Review

Evaluate your policies — homeowner’s, life, health and annuities and recommend improvements.

Estate Planning and Preservation

Defining your legacy and how to ensure its success including a review of estate documents, charitable gifting, and beneficiaries.

Financial Caretaking

Includes a financial caretaking plan, a risk profile and a proactive aging plan.

Investment Management

Rebalancing, monitoring of market conditions, performance reporting and continued analysis.

Financial Problem Solving and Guidance

Available anytime to discuss specific issues that arise. Selling a house, retirement, return to work, giving money to children — the list is endless.

The first step to your financial freedom is easier than you think.

Our team of industry thought leaders have helped thousands of families across the country live the lives of their dreams by being an active part of how they manage their money.

With our advisors’ average experience of 20+ years, we can be your greatest resource in planning for decades to come.

5 mistakes your financial
future cannot afford.

A unique financial roadmap, designed for you.

We provide our clients with total guidance and ongoing support across every financial planning challenge.

“Will I be able to live the retirement of my dreams?”


I can invest in index funds and I will be okay.


Investing for your unique situation should be based on a comprehensive financial plan and matching your portfolio to that plan. That takes special skill, experience and knowledge.

Truth: Nothing could be further from the truth! Investments need to be carefully monitored and managed. Any market movement can throw a portfolio out of the desired risk levels.

Contact us now
for a no-obligation conversation.

Investment advisory services offered through Better Money Decisions, LLC, an investment advisor registered through the SEC.

Copyright © 2022 Better Money Decisions. Financial Wellness for Life® is a registered trademark of Better Financial Decisions, LLC. All rights reserved.

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