Team

Our mission is to increase our clients’ opportunities for financial growth, while reducing risk. We do this by building financial and tax strategies that address risk gaps and moves our clients toward their unique financial goals. New clients are always welcome and current clients are always valued.

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. As Retirement Income Specialists it is our privilege to help you, not only reach retirement, but live it fully, with the financial resources you need.

Our team of financial professionals can help you address:

Investing principles and strategies*
Retirement investing and distribution strategies*
Estate conservation issues
Risk management
Personal and Business Tax filing
 Accounting and bookkeeping for your business
Personal and Business Tax filing
Account and bookkeeping for your business
We also can answer questions, including:

Can I retire early?*
Are my investments working hard enough?*
What’s the best approach for college savings?*
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?
Business strategies
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

*These services are offered by Danny Cochran through his affiliation with Avantax Investment Services℠ and Avantax Advisory Services℠