Our Three-Step Process

Every action we take is based on our data-driven, 3-step process.

Assess

Data-driven analysis is the foundation for everything we do.

Plan

Individualized strategies ensure that your goals are always a priority.

Manage

Our comprehensive financial management means we're ready to address your every need.

Hi, I'm Jeff

Hi, I'm Jeff

After helping people retire well for over 20 years, Jeff is in touch with the matters that most concern you and your friends. He works to equip individuals to allocate and multiply resources while balancing risks wisely.

Jeff specializes in preparing his clients for life after retirement and addresses concerns such as protecting and managing retirement assets, the risk factors involved in today’s market, healthcare needs and creating personalized strategies for estate maximization.

Ready to get started? We are ready to help.

Contact Us

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Learning Center

We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

How to Appeal Your Property Taxes

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.
Learn More
Budget Check Up: Tax Time Is the Right Time

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.
Learn More
Problems with Probate

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.
Learn More

Meet Our Team

Christina Ingraham

Christina Ingraham

Operations Manager

Jeff Ingraham

Jeff Ingraham

President and CEO

Robin Lund

Robin Lund

Executive Assistant

Download our Free Social Security Ebook!

Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.

Questions? Comments?

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