Our Story

Preparing for that next step in life isn't always easy. The road to financial stability can seem complicated, time-consuming, and difficult—perhaps even a bit overwhelming. Life is full of so many responsibilities and priorities that it can be hard to find time to start or even to know where to begin.

Whether you are preparing for a milestone life event, such as retirement or the sale of a business, or simply looking for financial protection for the future, we promise to offer you a new level of attention, insight, and guidance.

We offer a straightforward approach to building financial strategies focused around you, your schedule, your circumstances, and your objectives. We take the time to understand your needs, explain different options to you and earn your trust before offering possible solutions. By working with us, you can take meaningful, manageable steps toward developing an integrated strategy to help achieve a secure financial future. Since your financial situation is bound to change, we work with you over time to monitor your progress and help ensure you are on track to achieving your goals.

Mission Statement

To educate and challenge those individuals, families, and businesses to make informed financial decisions they ordinarily would not make without us. We are a catalyst who helps to reduce fear and regret in our client's financial strategy by creating dynamic, innovative financial solutions, which could ultimately lead them to financial freedom. 

Robert Herdler, ChFC®, RICP®, ChSNC®, CLU®

Dan Marcotte

Tim Smith, ChFC®, RICP®, CLU®

Monica Broom

Megan Knight

Janice Miller