As an investment advisor representative with more than thirty years experience, we understand that managing wealth is a long-term proposition. Your priorities are our priorities.
Working with generations of families and businesses has given us a unique perspective on how to create personalized strategies that address the unique circumstances of each client. This core principle embodies our client-centric approach as a fiduciary, delivering holistic, transparent financial strategies tailored to your desires, needs, and individual circumstances.
We pride ourselves on doing business in a friendly, efficient and effective way, and our Midwestern work ethic drives us to go that extra mile to ensure the expectations of our clients are being met. Our daily commitment is to provide you with the tools, services, and solutions necessary to help you live life on your terms.
Our goal is to provide an exceptional and personal experience that delivers to you the confidence to live your life to its fullest. Acting as fiduciary, our commitment is to empower you to make informed financial decisions by providing consistent personal service and unbiased advice.
In preparing for or entering retirement, you may form new plans or may wish to maintain as much as possible of your existing lifestyle. Either way, as you reassess your personal goals, it's important that your financial strategies evolve along with you. We provide the valuable insight so you can plan accordingly.
We offer investment solutions based on your risk tolerance, time horizon, preferences, and need to take risk (based on your goals). Utilizing the combined principles of advanced academic research and Nobel Prize winning concepts, our goal is to help you build and manage lowcost, well diversified portfolios.
We know talking about money and planning for the future can create anxiety. Our goal is to help you get organized, provide clarity around what is most important to you and your family, and create a plan to help achieve those goals. We believe having an advisor to provide education and advice along the way is invaluable. Life doesn’t always happen as planned. Unexpected things can and do happen. Don’t fear the unexpected. Plan for it.
Proper financial planning includes assessing all possible risks to cash flow, income, and standards of living. It is inherent in our responsibility as your advisor to point out any risks to your financial future. Whether through your current insurance carrier, or with our assistance, we can demonstrate how insurance plays an important role in your family’s financial security. Protecting your health pays dividends for your future, and simple steps may lead to meaningful change.
The costs associated with primary and secondary education continue to soar, making the need for education planning even more prevalent. Whether considering 529 College Savings Plans, or some other form of custodial account, we will help you make the best decision for your situation. From determining the right account structure to properly funding it, we work with you through the many choices and help you effectively address this most important financial goal.
Before you invest any of your hard-earned dollars with us, we will take the time to invest in you. For over thirty years, Mel has helped clients navigate their financial plans, focus on proper expectations, accumulate savings and plan portfolios through a variety of investing challenges, and takes great pride in helping each client to establish a personal plan of action.
Our partnership with USA Financial Securities offers freedom of investment choice and quality customer service. From professionally managed portfolios, to a quick check-up, or an in-depth review of your financial situation, we have the tools, services, and solutions for your family, finances, and future.
Investing is a long-term process, not a series of transactions or short-term events. So, if you're concerned with market volatility or experiencing stress regarding your finances, or just want a second opinion about your investment process, you have come to the right place. Call or email us today!
Since 1988, Mel has combined his love of serving people and problem-solving to help clients build a better future. Mel earned his bachelor's degree in economics from the University of Georgia and M.B.A. from Oklahoma Christian University, where he has served as an adjunct professor since 2001. Prior to founding the firm, he served a Vice President/Financial Consultant with Shearson Lehman Hutton, Salomon Smith Barney and Merrill Lynch. An Eagle Scout, Mel is actively involved in the community through his church, Rotary, and the Edmond HOPE Center.
As a valued client, you can count on having direct access to an experienced and knowledgeable advisor who embraces the fiduciary obligation to always place clients' interests first. It’s our focus, our responsibility, and our privilege. Let’s form a plan to pursue your dreams together.
