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Dream .  Plan . Enjoy

How We Help You

THE START

  • What are your dreams?
  • What are you trying to accomplish with your life?
  • Does your vision truly inspire you?
  • Our goal is to consistently monitor your goals.
  • We want to create a lifelong relationship with you.
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EVALUATE CURRENT PLAN

  • We investigate and organize your current financial picture.
  • We develop your financial model and Living Balance Sheet website which tracks your overall financial plan 24 hours a day.
  • Our intention is to present how your current plan and strategy will play out over your lifetime.
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THINK TANK APPROACH

  • Our team meets in a think tank environment with three common goals:
    1. Maximize your wealth and income potential over your lifetime above and beyond your current plan.
    2. Minimize your current financial plans risk.
    3. Maximize protection against any wealth eroding factors inherent in our society such as death, disability, lawsuits, inflation, and taxes.
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You

Our COMPANY and APPROACH was built for YOU. We WIN when we help you have a BETTER LIFE.

PROTECTION

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BALANCE

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COORDINATION

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Phases of Wealth

Your MONEY has a LIFELINE.

WEALTH ACCUMULATION

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WEALTH DISTRIBUTION

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WEALTH CONSERVATION

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Why We Work

Tim Ayers
Kyle Shenk
Jeff Rainess
Frank Congilose
Jason Doviak
Jennifer Cook

Living Confidently

Living Confidently empowers you to learn more about financial concepts, take ownership of your decision-making, and prepare for the future. We seek to be your go-to educational resource for the tools you need to achieve a state of financial and emotional well-being.

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Living Balance Sheet

It’s not easy to keep track of your finances using statements, paperwork, and multiple websites. There is a simpler and more efficient way to see what you own and what you own. It’s called the Living Balance Sheet®

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Ready to talk?

Let’s Talk