One of the most important things between a financial advisor and client is the relationship. What I do is help professionals and their families better position themselves for financial success. We'll incorporate the things that, combined, help you to live life on your terms.

STARTING WITH YOUR GOALS, I can:

• Bring clarity and organization to the goals you've set

• Honestly assess your probability of success

• Create a life-long, yet flexible, strategy for you, your family, business or farm

THROUGH THE FINANCIAL STRATEGY, we will:

• Balance today's living with tomorrow's dreams

• Plan for your retirement your way and consider your legacy

• Work with your accountant and estate attorney

• Create an exit strategy

WE'LL ALSO LOOK AT SOLUTIONS, that can help:

• Assess your risk

• Protect your wealth

• Engage tax-smart investing

AS LIFE MARCHES ON, I promise to:

• Be transparent, keep you informed and track your goals

• Do the heavy lifting, allowing you more time for family and friends

• Act in your best interest, always

Whether you've got a business, farm, growing family, or an empty nest, let me help reduce any potential financial stress so you can enjoy life, not worry about it.

Sincerely,

Shawn Gardner