Lori Ellingson, CRPC®

We guide our clients through a planning process that addresses their unique needs, wants and wishes. We have has been in financial services for more than 19 years and are dedicated to developing lasting relationships with all of our clients. Our firm offers a wide variety of investments, insurance and wealth management products & services that can help you assess your financial goals while developing a financial strategy with which you're comfortable. Being independent allows us to be affiliated with multiple companies and their products and investments. Through various financial analysis software systems and a step-by-step process we are able to determine which services & solutions our clients may need in order to help them progress through their life cycles.