WHO WE ARE

Financial Planning

With over 17 years’ experience, Kris Etter and his team help clients identify and manage their financial goals.

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WHAT WE DO

Risk Management

We provide financial planning for people who want to grow and protect their wealth.

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Our Process

FINANCIAL ANALYSIS

We take all your finances into account & determine the best way to meet your goals.

RISK MANAGEMENT

We address insurance needs; Medicare, health, disability, life, & long-term care.

WEALTH ACCUMULATION

This includes retirement savings, tax efficient growth, future college education, & other alternatives.

PRESERVATION & DISTRIBUTION

This focuses on healthcare costs in retirement, providing a consistent income stream, & estate planning needs.