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  • Guidance

  • Resources

  • Cash Flow & Organization

  • Legacy & Protection Planning

  • Kids & Parents

  • Strategic Alliances


A great teacher is a blessing to have because they guide us on our journey. Learn more about how we support our clients and guide them through the many chapters in life to discover your Happily Ever After.

What it Means to be a Fiduciary 

Who We Are

What We Do

Goal Planning


When you partner with us, you benefit from access to the bench strength of one of the most experienced professional teams in the industry. Learn more about having an advisor committed to your financial goals, backed by the best resources available.

Speed of Access

Safe & Secure Technology

The Nautilus/Eagle Advantage

Cash Flow & Organization

The common denominators of financial hardship is cashflow mismanagement and a lack of organization. In these videos, you’ll get a preview of how we help our clients prepare for the unexpected and optimize their finances.

# Goals

What’s in a Number? 

How to Save for Retirement

War for Your Wallet

Legacy & Protection Planning

Everyone needs a plan, but why do so few get it done? For those who do, is it really the right plan for their legacy & family objectives? We’ll guide you through the comprehensive process and help see it through to completion.




Life Insurance

Kids & Parents 

We provide our clients with additional resources and empower them to better care for those they love. Please review the content below to see how we can expand your capacity for guidance & care. 

First Portfolio

College Savings

How to Save for College

Elder Care

Strategic Alliances

We help you and your advisory team easily see your entire financial picture. Watch to learn more about how we coordinate with your advisory team to help optimize your financial experience.

A Plan for Life

Alliance CPA

Alliance Attorney

The Dress Rehearsal