Meet the Team

Adam D. Koos, CFP®, CMT®, CEPA

President, Sr. Financial Adviser

What’s My “Risk Number?”

Does your retirement portfolio match your long term goals. How much risk are you really taking?

Start Your Plan Today

Whether you’re planning for retirement, managing a life transition, or concerned about the longevity of your retirement nest egg, we’re here to help.

Get Started Today

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Adam D. Koos, CFP®, CMT®, CEPA

Kim Garner, CRPC®

Gina M. Howard

Top 5 Questions to Ask When Searching for a Financial Advisor

What’s My “Risk Number?”

Start Your Plan Today

As Seen In:

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