Financial Services

As Financial Planners, Tripp Hale, CFP and Heather Doerr CPA believe that security in retirement comes from the knowledge that you have a sound financial plan that is designed to help you build, grow and enjoy your life’s savings – while working to ensure your financial future. We believe that with the increasingly complex world of investment and retirement strategies, there’s no such thing as a one-size-fits-all approach. That’s why we do our due diligence and take the time to find the plan that is tailored to best fit your specific financial situation. We see it as our mission to help you secure a stable, guaranteed source of income when you stop working so you can enjoy retirement without the worry about where your funds are going to come from.

We believe that peace of mind is one of the greatest parts of retirement. You shouldn’t have to stress about whether you have enough income to get you through the month to that next social security check. That’s why we have developed an investment strategy that will guarantee a stable source of income for the rest of your life. Our method uses non-correlated state insured assets in the market which allows us to benefit from market surges but eliminates the worry about volatile drawback of traditional equities.