FAQs

We help business owners and energy industry professionals clarify, plan, and pursue their financial goals. Our core services include comprehensive financial planning, investment management, retirement planning, and life insurance strategies. We take a holistic wealth management approach to support both your current needs and long-term financial future.

Wealth management is a coordinated strategy designed to improve and preserve your long-term financial wellbeing. It typically includes financial planning, investment management, insurance analysis, tax-aware strategies, and retirement planning. Our goal is to bring these elements together so you can make confident decisions about your financial life.

We combine fundamental, technical, and economic analysis to build well-diversified investment portfolios. This disciplined approach helps us manage risk while aiming to meet or exceed your long-term investment goals. Every portfolio is tailored to your financial objectives, time horizon, and comfort with market volatility.

*There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.​

We primarily serve business owners and professionals working in the energy industry. These clients often face unique financial planning needs—from fluctuating income to complex retirement benefits—and we help simplify their decisions through personalized guidance and ongoing support.

Managed Advisory Investment accounts are charged an AUM (assets under management) fee based on the total dollar amount we manage for you. Financial planning services are offered either as a flat fee or hourly fee, depending on the scope and complexity of the planning engagement. All fees are explained clearly in advance.

Yes. For both Managed Advisory Investment accounts and Financial Planning engagements, we act as a fiduciary. This means we are legally and ethically obligated to put your best interests first at all times.

Absolutely. We offer Retirement Plan Consulting as part of our financial planning services. Whether you need help choosing investment options, understanding your plan features, or what to do with an old 401(k), we can guide you through your available choices.

Yes. We provide virtual meetings through Zoom® and offer electronic signature capabilities for most documents. This makes it easy to work with us whether you’re at home, at the office, or traveling.

We start by understanding your goals, reviewing your current financial picture, and identifying opportunities to strengthen your long-term strategy. From there, we create a tailored financial plan covering investments, retirement, insurance, cash flow, and more. Plans can be updated annually or as your life changes.

Investment management includes portfolio construction, ongoing monitoring, risk management, rebalancing, and regular communication about your investment strategy. We aim to help you stay aligned with your long-term goals while adapting to economic trends and market changes.

Yes. Life insurance is an important part of a well-rounded financial plan—especially for business owners and families who want to protect their income, assets, and future. We review your existing coverage, identify gaps, and provide recommendations based on your goals and financial responsibilities.

We recommend meeting at least annually to review your financial plan and investment progress. Many clients prefer semiannual or quarterly check-ins, and we can tailor the frequency to your preference. Virtual meetings make it easy to stay connected and informed.

You don’t need a high level of wealth to benefit from professional guidance. Whether you're building savings, launching a business, or planning for retirement, we help you understand your options and take the next step with clarity and confidence.

Minimums vary based on the type of engagement. For Managed Advisory Investment accounts, minimums may apply depending on your investment strategy. However, anyone can engage us for standalone financial planning on a flat-fee or hourly basis.

We combine industry-specific knowledge, disciplined investment analysis, and a client-first fiduciary commitment. Our clients appreciate the clarity we bring to complex financial decisions and the long-term partnership we provide as their financial lives evolve.