An unequaled standard of excellence

Financial Services

We are dedicated to pursuing an unequaled standard of excellence by providing personalized values-based financial planning. We work with clients across the country to improve the quality of their lives by recognizing that each individual and his/her family has a unique set of needs, goals, and aspirations and assist them in making educated, intelligent financial decisions. We deliver these services to our clients and families through our customized Wealth Advisory Services and Investment Management. Investment and financial planning services are offered by Kami Zonin, Tom McDermott and Erin Lindquist through their affiliation with Avantax.

We will be your lifetime financial coach, providing comprehensive wealth and investment management strategies to generations of families. We aim to do this by:

Serving as our families most highly-valued wealth and issues service provider.

Working collaboratively with other professionals who are essential to the planning, implementing, and monitoring of the wealth process.

Proactively tending to the needs of our clients and their families.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our Approach

Step 1

At first, we will ask you for information so we can understand your personal and financial circumstances. Then we'll work with you to identify goals and objectives. After we have identified goals, we'll analyze your current course of action and other approaches you might take.

Step 2

We'll present the financial planning recommendations to you, along with the information we considered to develop them. After that, we'll work with you to decide how you would like to proceed.

Step 3

We will monitor our work and let you know when we need to discuss changes. We'll remind you to tell us about changes to your personal and financial circumstances that may mean we should update our recommendations.

Step 4

We'll develop the financial planning recommendations.