Why Us

 

About us

We are an independent financial advisor that cares about your future. We take the time to get to know you in order to try and build the best plan for you.

 

Philosophy

Every person is different so we believe that everyone deserves to be put into a plan that fits them that will help them pursue their Goals.

 

Our Process

We meet with you 2-3 times before ever starting a plan. In the meeting we will learn about each other and go over your goals. Each plan is made specific to you and only you.

This is what we do.
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Contact Us

How to Get Started

Do you have a current or old 401k plan?

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Is the extra money in your savings or checking account working for you?

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Does your company have a 401k plan?

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Are your existing accounts right for you?

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Would you like help getting started?

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Do you have enough life insurance?

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Are you a small Business?

 

Do you want to retain high value employees?

 

 

Are you trying to manage your taxes?

 

Learn more about how we can help you.

Meet Our Team

Keith Cusack

Investment Advisor Representative

My passions are adding value to my community with the purpose of impacting lives through philanthropy, active giving and contribution. Life to me is about serving my clients, friends and family - my beautiful wife, Denein and my children.

I enjoy living and teaching principles that may help you to be successful in the future, spend wisely, save to prepare for your future, and share your success with others.  Client Focus is what I do and who I am.

I enjoy Buffalo wings, building and working on home projects, racquet ball, staying focused on my goals, Win/Fail YouTube videos, good jokes, barefoot waterskiing, white water rafting, and watching my daughter excel in soccer.