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Our Six Pillar Process

Every action we take is based on our data-driven, 6-step process.

Comprehensive Financial Planning

Accumulation Life Phase: how to plan and save for the future so you can retire comfortably using our Budget Tools and other financial resources

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Insurance Planning

Coordinate Insurance Benefits with your overall Financial Plan.

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Taxation

Detailed Tax Planning for you and your family and heirs

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Legal

Wills

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Real Estate

Residential

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Personal Development

Get empowered with answers to your Financial questions by utilizing our powerful PathFinder Q & A Flowchart Tool as well as Horsesmouth, FMG Suites and EMoney Content Tools.

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You Deserve Your Own Financial Strategy

You Deserve Your Own Financial Strategy

No two people are the same, so why would you want someone else's financial strategy? After all, with different careers, life path, and goals, you need advice tailored to your situation. That's why we seek to simplify the complex, while also providing a level of service rarely seen in the financial industry.

Ready to get started? We are ready to help.

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Learning Center

We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

Stop-Loss Strategy

Stop-Loss Strategy

How do you build a portfolio that works to capture market gains while minimizing losses in today’s uncertain global marketplace?

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Rescue Your Annuity with Monument Advisor

Rescue Your Annuity with Monument Advisor

You can help rescue assets with a tax-free 1035 exchange to our low-cost Investment-Only Variable Annuity, Monument Advisor.

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To Catch a Thief

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
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The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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Visit our Offices!

Meet Our Team

David McDonald

David McDonald

President, RICP®

Terry Martin

Terry Martin

Sr. Research and Investment Analyst

 Patricia McDonald

Patricia McDonald

Client Relations Management & Business Processor

Michelle McClain

Michelle McClain

Executive Adminstrative Assistant

Women and Investing

Women face unique challenges when it comes to achieving financial freedom and solvency. This whitepaper explores the investing pitfalls women—and all investors—should avoid when taking control of their financial futures.

Questions? Comments?

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