Frequently Asked Questions

  • We offer a wide range of financial services to meet your needs no matter what stage in life you’re in.

        • Investment Management: Tailored investment strategies to help you achieve your financial goals.

        • Financial Planning: Comprehensive financial plans that cover all aspects of your financial life.

        • Retirement Planning: Strategies to help ensure you can retire comfortably and confidently.

        • Estate Planning: Assistance with wills, trusts, and estate management to protect your legacy.

        • Education Planning: Saving and investing strategies to fund education expenses.

    Our holistic approach helps ensure that every aspect of your financial well-being is taken care of with the utmost professionalism and care.

  • We know how important it is to keep your financial plan up-to-date. That's why we make it a point to meet with each client at least once a year to specifically review their plan. Depending on your individual needs, we can meet more often to ensure everything's on track. We’re flexible and here to support you whenever you need us.

  • We measure success by the milestones you achieve and the confidence you feel. Our goal is to help you reach your financial objectives and feel confident about your future. We regularly review your progress, update your financial plan, and maintain open communication. Ultimately, your success is our success, and we're committed to supporting you every step of the way.

  • Our advisors and team members are committed to ongoing education and staying current with the latest industry standards. Our team holds various designations and licenses including:

    • CERTIFIED FINANCIAL PLANNER® (CFP®)
    • Accredited Investment Fiduciary® (AIF®)
    • Accredited Asset Management Specialist® (AAMS®)
    • Chartered Retirement Planning Counselor® (CRPC®)
    • Chartered Financial Analyst® (CFA®)
    • Financial Planning Qualified Professional® (FPQP®)

    Jason Dugan, CFP®, AIF®
    Derek Snyder, CFP®, AAMS®, AIF®
    Chris Jackowski, CFP®, AIF®
    Chase Snyder, CFA
    Keely Swartwood, FPQP®
    Amanda Butler, FPQP®
    Jo’nelle Fetzer, FPQP®

  • Our investment approach is based on a thorough understanding of your financial goals, risk tolerance, and time horizon. We use a diversified strategy to help manage risk and optimize returns, regularly reviewing and adjusting your portfolio to stay aligned with your objectives.

  • We follow a fiduciary standard throughout the financial planning engagement. As such, we will place your interests ahead of our own. We primarily offer fee-based advisory services charging a flat fee based on a client's total assets under advisement. However, if deemed appropriate and in our client's best interest, we also provide commissioned brokerage services.

  • We are happy to offer our services regardless of whether or not you live near one of our offices. Currently, we work with clients in over 25 states. To help achieve this, we utilize Zoom for virtual meetings, ensuring seamless communication. We also employ a highly secure online client vault to store and exchange sensitive financial documents, safeguarding our clients’ information. Additionally, we keep our clients informed through updates and announcements via our website and through emails.

    When choosing a financial advisor who follows a fiduciary standard, focus on finding the right fit rather than a nearby office. This way, if you move, you won’t need to start over with a new advisor. Thanks to technology, you can easily have face-to-face meetings no matter where you are.

  • To get started, contact us to schedule a complimentary consultation. Successful partnerships start with a thorough discovery process. Understanding your needs and determining if we are a good fit is a crucial step in our Advisory Process. During this initial meeting, we will discuss your financial goals and explore how we can assist you in achieving them.

In a fee-based account, clients pay a quarterly fee, based on the level of assets in the account, for the services of a financial advisor as part of an advisory relationship. In deciding to pay a fee rather than commissions, clients should understand that the fee may be higher than a commission alternative during periods of lower trading. Advisory fees are in addition to the internal expenses charged by mutual funds and other investment company securities. To the extent that clients intend to hold these securities, the internal expenses should be included when evaluating the costs of a fee-based account. Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm's Form ADV Part 2 as well as the client agreement.