About
The financial industry overcomplicates everything.
Which leads to a lot of questions
Forget the noise. We make it simple.
Money and knowledge are just tools to create your own opportunities. I tell my kids this all the time.
If you’re like me, you want to live life to the fullest.
Spend your time doing what you want, with who you want.
Be able to help family members when they need it.
And simply not have to stress about the future.
What’s it like working with us?
People have a tendency to feel at home in our office.
Maybe it’s that we prefer a nice button-down over a stuffy suit and tie. Or maybe it’s that we don’t sit across a desk from you, but sit with you around our coffee table when we meet.
But we’ll let our clients speak for themselves:
How do you determine you can trust someone with your life savings? We’re really good savers, but we’re not financial planners and we’re certainly not tax accountants. Sam came highly recommended by our accountant and our attorney.
He’s really easy to get along with and easy to talk to. Sam has been able to provide that safety net, as well as be an educator… he’s filled in the blanks for us so we feel safe.
– R&A
Are we ready for retirement? My wife and I would ask each other this question. Sam is a good listener. He asked the right questions, and showed us exactly how it would play out over the next 20 years. We felt listened to and that the outcome of our meeting was exactly what we were looking for.
– A.K
If you’re in a complicated [financial] situation, and are feeling overwhelmed, Sam will get you straightened out and make you feel confident. He’ll work with you. And he’ll help you through it.
– C.U
Working with Sam feels like working with a friend. It’s like he’s working with us, not for us. He sits down with us at the same coffee table. He’s approachable and down to earth. And working with someone who’s actually educated takes the fear out of what’s going to happen in the future.
Working with Sam feels like working with a friend. It’s like he’s working with us, not for us. He sits down with us at the same coffee table. He’s approachable and down to earth. And working with someone who’s actually educated takes the fear out of what’s going to happen in the future.
– P&K
Want to make your next step clear?
It all starts with a casual conversation. Click below to schedule a friendly chat
Meet the team
- CFP®
- CIMA®
- CPA
Sam Armour
Owner
Kelli Denney
Client Services Manager
