Making Your Money Work For You
We offer a straightforward approach to building financial strategies focused around you, your schedule, your circumstances, and your objectives. We take the time to understand your needs, explain different options to you and earn your trust before offering possible solutions. By working with us, you can take meaningful, manageable steps toward developing an integrated strategy to help achieve a secure financial future. Since your financial situation is bound to change, we work with you over time to help ensure you are on track to achieving your goals.
Our Skilled Team Members
When you work with a Financial Professional to design a path for your financial future, we assist you in setting, monitoring, and meeting your goals through a spectrum of financial services, including long-term asset accumulation, preservation, and distribution strategies.
James PetersonFinancial Advisor
Office: (612) 281-9780
Sunny Handa, MBA, CFBSFinancial Planner
Office: (864) 509-1700
Mobile: (864) 346-7878