Teresa & Jarrod

Over 35 years of experience

Voice of Personal experience

I worked with my parents gathering all of their financial information before they passed away to be sure we knew where all their assets and Insurance Policies were.

I helped my mother work with her health needs with hospitals & nursing home care needs with 10 surgeries in the last 2 years of her life.

I helped my father after his stroke working with the nursing home for a year of care before he passed away along with taking him through the VA process his benefits for payments as well as his medications for his care.

I took care of working with the funeral home for my parents & executed their wills as executrix.

I have dealt with my own divorce and Attorneys.

Teresa Palmer

–President

Over 13 years Experience

The CFP designation is awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

Individuals desiring to become a CFP professional must take extensive exams in the areas of financial planning, taxes, insurance, estate planning and retirement.

A candidate aiming to earn the CFP must meet requirements in four categories: education, CFP exam, work experience and ethics.

Ethics requirements- candidates and CFP holders must adhere to the CFP Board’s standards of professional conduct and regularly disclose information about their involvement in a variety of areas, such as criminal activity, government agency inquiries, bankruptcies, customer complaints or terminations by employers. Also, the CFP Board conducts extensive background checks on all candidates.

Jarrod Nunn CFP, CRPC

–Partner

Specializing in Life Changes & Money

We work with you and partner closely with your tax advisor, and attorneys to craft solutions to secure your financial future.

Whether Its:

  • Divorce
  • Inheritance
  • Assisted living for parents
  • Estate & Legacy planning issues
  • Retirement
  • Or you're just behind in planning

We’ve been there and have the expertise to guide you through

Busy Full Life?

Not enough time to meet with a Financial Advisor?

Enjoy sitting at your office or home with your computer and let us do a virtual financial plan with our certified financial planner