Our Qualifications

We have been working with individuals and businesses in the area for several years. Each of our representatives has extensive personal and professional experience.

Dan Bachman, Steve Hall, and Steve Houg are CERTIFED FINANCIAL PLANNER™ professionals, and are also licensed to sell a variety of investment and insurance products. CFP®, CERTIFIED FINANCIAL PLANNER™, are certification marks owned in the U.S. by Certified Financial Planner Board of Standards Inc., which can help you identify financial professionals committed to competency and ethical behavior when providing financial services. Individuals certified by the CFP Board have taken extra steps to demonstrate their professionalism by voluntarily submitting to the rigorous CFP® certification process that includes demanding education, examination, experience, and ethical requirements.

We are dedicated to developing lasting relationships with all our clients. One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we will provide can serve as your roadmap while you work toward a more secure financial future.

We’re looking forward to using our expertise to help you pursue your financial goals.