Navigate Your Journey to an Abundant Life
John 10:10b – “I came that they may have life and have it abundantly.”We view an “abundant life” as one free of worry and full of joy. Our goal is to use sophisticated planning and active wealth management to help you make wise financial decisions, so you can focus on what’s important to you.
Financial Guidance, Grounded in Your Values
Financial planning is about more than spreadsheets and investment returns. True guidance begins with understanding what matters most to you and shaping a strategy that reflects it.
Whether you’re a family preparing for the future or a business owner planning a transition, our fiduciary role means we put your priorities first.
Meet the Advisors
Scott Ferguson,
CFP®, ChFC®, CKA®, AIF®, JD, MBA
Partner, Wealth Advisor
Bryan Dearolf,
CFP®, ChFC®, CKA®, CCFC, MBA
Partner, Wealth Advisor
Our Services
Financial Planning
Investment Management
We will get to know you, your investment goals, your tolerance for risk and the time frame until retirement.
Tax Planning
We can help you with a variety of tax planning initiatives such as investing, Roth conversions, charitable giving and more.
Estate Planning
We’ll help you address commonly overlooked items that can create risks and complications for your family.
Risk Management
We can help you evaluate solutions and recommend options to fit your family’s needs.
College Planning
We can help you choose the education savings strategy that works best for your situation as well as how to pay for college.
Business Planning
We can help with M&A Advisory, Business Valuation and Retirement Planning to help you feel comfortable throughout your business planning decisions.
Abundant Value Year-Round
Timeline provided for illustrative purposes; actual timeline will be based on client circumstances and other factors.
Discover the Abundant Life
What does it really mean to live abundantly? In his book, Living the Abundant Life: Adjusting Your Mindset and Finances to Live the Life You’ve Always Desired, founder Scott Ferguson explores guiding principles and shares real-life stories that can help you move from “getting by” to embracing a richer, more fulfilling life.
Insights
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