Sophistication
Our team works to provide sound, tailored financial plans and investment strategies that have been built with sophistication. After delivery of a plan, we continue to analyze and update, always providing detailed review and reporting. Our clients have the benefit of a financial team with significant combined education and qualifications:
- Eric B. Waggoner CFA®, CFP®, CLU®, ChFC®, AEP®
- Kiley Eory, CFP®, ChFC®
- 3 Securities-Registered Advisors & Staff (Series 7): Eric, Kiley & Alex
- 4 Insurance-Licensed Advisors & Staff: Eric, Nancy, Kiley & Alex
- 2 B.S. Degrees in Mathematics: Eric & Kiley
- 1 M.S. Degree in Mathematics: Eric
- 1 M.S. Degree in Global Finance from NYU | HKUST: Eric
- 3 Eli Broad College of Business of MSU Graduates: Nancy, Shanzer & Ankit
- 1 University of Michigan Graduate: Alex
Goal-Focused Holistic Planning
We start by determining each client’s unique goals. Based on goals, we work with our clients on a comprehensive financial plan which reflects:
- General Savings Strategies
- Risk Management
- Benefits Evaluation
- Investment Planning
- Tax Planning
- Retirement Planning
- Retirement Income Planning
- Estate Planning
- Business Planning
Our mission is to turn goals into possibilities, and possibilities into reality.
Rhythm
Our team is an accountability partner that brings rhythm and structure to your financial planning. We design a road map for each client and review to ensure recommendations are implemented and progress is made towards each client’s unique goals.
Education
We are first in financial education. Our clients value the vast amount of knowledge received throughout the advising process. We coach our clients and make sure they have the education to apply informed financial decisions.
Trust
Our fiduciary responsibility means our clients’ best interests are always our top priority. Our clients know our team has the competence and character to implement a comprehensive financial plan.