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Serving the Next Generation of Investors

The old way of getting financial advice requires you to have a substantial amount invested upfront. You have a ton of financial questions, but you don't meet "big finance's" minimums to receive quality advice. What are your options?

A Partner for NextGen

Meet Tyler Shamblin, CFP®

I'm somewhere between Millennials & Gen-Z. For you, that means I'll be able to partner with you throughout your journey toward financial independence.

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To support us both, my partner has been in business for over 25 years. That means I get to leverage his decades of knowledge experience to help give you the answers you need.

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How do we help millennials & other NextGen clients?

Home Purchases

Let's face it. Buying a home in today's economy is an uphill battle for anyone under 40. With the right financial partner, you can achieve home ownership without jeopardizing your long-term financial success or having to wait two more decades.

Protection Plans

Part of a complete financial plan is protecting your money and loved ones. In your 20s, 30s, & 40s, having a solid insurance strategy will protect the wealth you're trying to build. You can request that we setup your insurance policies, or you can use your own insurance agent.

Student Loans

If you feel like repaying debt is keeping you from moving forward financially, we may be able to help. Often, there are unique strategies & little known rules that can help you move from paying interest to earning interest.

Wealth Building

If you're in the early stages of your financial plan, it can be daunting to think about the big number you need to reach financial independence. Fortunately for you, we'll help you build the right foundation to get you there as fast as possible.

Cash Flow Plans

One of our most asked questions from young clients is "what should I do with my monthly surplus?" We'll help you identify specific uses for your discretionary money each month that are connected to your main objective: hitting your financial goals while still enjoying yourself today.

Stock Options

If your employer compensates you with equity or stock ownership, knowing your rights and the applicable tax laws is imperative. We can help you turn this competitive benefit from your company into rocket fuel for your other financial goals.

We'll keep you on-track with the latest in financial planning tech.

  • Track your financial progress.

  • See all your accounts in one place.

  • Test your success with hypothetical scenarios.

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Managing money made easy by our friends at RightCapital.

Want to take the next step toward financial independence ASAP?

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