4101 Greenbriar Dr.
Our business is built on providing direction through life's major transitions.
Turning 59 ½ is an important age in your financial life. Grab this free guide to learn about why this age is so crucial.
18 Years’ Worth of Days
The Wild West of Data Theft
Supporting Local Business In a Crisis
Design the financial life you want!
We help with 401k, 403b, MEP (multiple employer plans), Cash Balance, Split Dollar Plans, MEAP's (Multiple Employer Association Plans), 457 plans, and more...
Schedule a free consultation!
What If You Get Audited?
Trade professionals are in many ways the backbone of our nation’s economy.
Its Time to Connect Your Values to Your Financial Goals.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Mutual Funds vs. ETFs
Choosing a Mortgage
Qualifying For Medicare Under Age 65
"An investment in knowledge pays the best interest."
Take action to design the financial life you want!
In an ever-changing financial climate, it can be difficult to confidently create a financial strategy, let alone have the time to manage one that can grow with you over the years. But without an up-to-date and flexible strategy in place, it can be difficult for you to manage your goals.
Wealth Standard Financial is an independent financial services firm dedicated to assisting clients with their greatest financial concerns. We offer comprehensive investment management and financial strategies, advice, and recommendations. Our utmost goal is to provide customized strategies that can grow with clients throughout the many milestones of life. We take pride in knowing we have helped young professionals, growing families, and retirees pursue their financial dreams.
Guided Wealth Portfolios
Location independent investing and guidence!
Guided Wealth Portfolios (GWP) is a centrally managed, algorithm-based, investment program sponsored by LPL Financial LLC (LPL). GWP uses proprietary, automated, computer algorithms of FutureAdvisor to generate investment recommendations based upon model portfolios constructed by LPL. FutureAdvisor and LPL are nonaffiliated entities. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL or FutureAdvisor, LPL and FutureAdvisor are not affiliates of such advisor. Both LPL and FutureAdvisor are investment advisors registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA/SIPC.
All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
Get Your Complimentary Retirement Income Strategy Kit
Sign up today to receive your R.I.S.K Box!
Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.
Knowledge is power. It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future.
As a financial professional, I am committed to helping people just like you create strategies for their retirement assets. Once I understand your risk tolerance, time horizon and goals, I’ll work diligently to develop a program that carefully balances investment strategies with preserving principal.
Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. I work closely with my clients to evaluate those opportunities and get in position to reap those rewards. I enjoy helping people build a comprehensive financial foundation for the future.
I invite you to check out all the material on my website. If something prompts a question, please send me a quick email or call my office. I would enjoy speaking with you.
It's never too late to start. In this ebook, we outline effective financial strategies for every stage of the journey.