Why Choose Us
Beyond our combined 37 years of experience, we are distinguished from other advisory firms in a number of ways.
First, we offer a comprehensive range of services designed to help individuals in whatever planning stage they are in. Second, we specialize in many areas other firms overlook, such as Medicaid and Long-term Care planning. This allows us the depth to service our clients fully. Third, we are a fiduciary. Meaning we have a legal and ethical obligation to place our client’s interests first.
We develop your financial plan or manage your assets; we are obligated to help you make decisions in your best interest, tied to your stated goals. Not all advisors or financial professionals are fiduciaries and we take pride in our status as a fiduciary. And last but certainly not least, we are independent. This means that we are able to offer planning solutions and recommendations without bias to any one company or financial tool. This ensures a completely diversified plan custom-tailored to fit you.
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Meet Our Team
Elizabeth Floyd, CMP
Elder Care Advisor
Elizabeth is Randy’s daughter-in-law and our Certified Medicaid Planner and Eldercare Advisor. Jake and Elizabeth were married in her home state of Arkansas in 2005. Their pride and joy is their son, Trevor.
Elder Care Assistant
Client Administrative Coordinator
Ashley is our receptionist, and likely the first person you will see when you come in our doors. Ashley graduated from Missouri State in 2011 with degrees in Anthropology and Criminology. She enjoys reading, cosplay, learning about historical fashion, and spoiling her cats Kala and Casper.