What Makes Us Unique

Client Centric / Our Commitment to You
  1. We Care
  2. We genuinely focus on our client’s goals, interests, and objectives
  3. We serve our clients as fiduciaries
  4. Customization: our work and involvement is customized to help meet the particular needs and interests of our Clientele
  5. Independence
  6. Our Process
  7. To ensure that each of our clients receive optimal attention, we limit the number of clients that we work with each year

Our Team
  • We are unique individuals with distinct perspectives, backgrounds, and capabilities
  • Danny and Jared have extensive expertise in particular fields of Comprehensive Financial Planning:  
  1. Investment Analysis and Management
  2. Planning for Retirement / Financial Independence
  3. Estate Planning
  4. Business Owner Planning (Risk Management, Employee Benefits, and Business Succession)
  5. Education Planning and Funding
  6. Risk Management/Insurance
  7. Tax Planning
  8. Business Consulting through StrategyCap Inc.
  • Crystal, our Administration and Support Specialist, focuses on friendly personal service to our clients. She is our administrative liaison and utility player, who can help you with your questions or scheduling appointments with Danny and Jared.

Integrity
  1. We Offer Independence and Objective Thinking
  2. We Serve Our Clientele as Fiduciaries
  3. Our Clients Needs and Interests Come First
  4. We Believe in Transparency
  5. We Stand by Our Commitments to our Clientele

Leadership
Our Clientele appreciate:
  1. Our Leadership, Advice and Guidance
  2. Our Pro-activity
  3. Our Willingness to Take Responsibility
  4. Our Active Leadership Role Navigating Them Through the Financial Planning Process and Related Implementation
  5. Our Action Orientation
  6. Our Ability to Facilitate, Analysis, Communication and Effective/Purposeful Decision Making

Collaborative Insight
We Offer:
  1. Enhanced Content Through the Development of a Comprehensive Strategic Plan
  2. Focus on Identifying and Assessment of Opportunities
  3. Blind Spot Identification and Awareness
  4. Supplemental Thinking
  5. Collaboration and Coordination With You and Your Other Advisors

Registered Representative, Securities offered through Cambridge Investment Research, Inc. a Broker/Dealer, member FINRA/SIPC Investment Adviser Representative Advisory services offered through Cambridge Investment Research Advisors, Inc. a Registered investment Adviser. Cambridge and StrategyCap Inc are not affiliated.

 This communication is strictly intended for individuals residing in the states of AK, AZ CA, IN, KS, NY, OR, and WA. No offers may be made or accepted from any resident outside the specific states referenced. Check out our background on FINRA’s BrokerCheck at http://brokercheck.finra.org.