Your financial journey begins here

When it comes to financial planning, only one person matters: You. It’s your life, your goals and your dreams. So our team focuses on financial planning for your whole life - from your first job to your last and beyond.

As the driving force behind the process, you’ll know where you stand, where you’re going and how you’ll get there. In fact, the more engaged you are, the better the chances that you will be able to create - and fund - the life you’ve always wanted. And we’re here to help keep everything onTRACK. Let’s build a financial plan that puts you at the center of it, one that takes you from today to tomorrow, pausing now and again to enjoy life’s great moments along the way. While our planning process can be divided into five steps (or in this case, stops), it is an ongoing endeavor that evolves as your life does.

Through questionnaires and meaningful conversation, we develop a strong understanding of your personal goals, current financial situation, investment experience and risk tolerance. During this “onboarding” process, we will make you aware of our capabilities and services, as well as your responsibilities as the most important person in your financial planning.

First Stop

Think
about your financial future

Through questionnaires and meaningful conversation, we develop a strong understanding of your personal goals, current financial situation, investment experience and risk tolerance. During this “onboarding” process, we will make you aware of our capabilities and services, as well as your responsibilities as the most important person in your financial planning.

Second Stop

Research
ways to get there

We design a fully customized plan for your short- and long-term goals, whether it’s pursing a comfortable retirement, paying for a child’s education, or just saving a bit more each month.

Third Stop

Assemble
a financial plan

We present our recommendations to you, answer any questions, consider alternatives and outline the steps needed to implement your plan.

Fourth Stop

Construct
a portfolio

To put your financial plan into action, we select the specific account types, investment products and services identified in the design stage and build your portfolio to your specifications. We work closely with you to complete the necessary paperwork as quickly, efficiently and conveniently as possible to ensure the safe and fast transition of assets to your new account.

Fifth Stop

Keep Moving
forward through regular reviews

As we continually monitor your plan’s progress, your involvement remains crucial. Should you experience a life change – marriage, birth, new job, new home, empty nest – we can discuss how this change impacts your financial plan, and the process begins anew. This is where we’ll recommend – and make – necessary adjustments to keep your plan on track.

 


The Iron Horse in History

The First Transcontinental Railroad was 1,907 miles long and connected the Eastern U.S. with the Pacific coast of the United States for the first time. Construction took place between 1863 and 1869, and was authorized by the Pacific Railroad Acts of 1862 and 1864. These dates are not coincidental. Since the southern Democrats who opposed the idea of a transcontinental railroad were absent from Congress due to the Civil War, the Republicans used the opportunity to vote for construction without them.


3000 Langley Avenue // Suite 200 // Pensacola, FL 32504 // T: 850.361.4978 // Map & Directions