Team

Today, more than ever, Certified Financial Planners are an essential partner in financial planning. Read more about the benefits of working with a CFP® professionals here.

Mark J. Grenader,
JD,CPA*/PFS℠

Senior Financial Planner

Traci Diedrich

Operations and Client Relationship Manager

The Queen Mary, Mid-course Corrections, and a Kidney Transplant

June 07, 2019

You've likely heard it said that planning for retirement is like steering the Queen Mary across the ocean. You start off. Then you make mid-course corrections to ensure you reach your destination. If that analogy doesn't do much for...

Thoughts on Inflation – Part Two

May 10, 2019

Can we start by being nerdy for a moment? We promise it will be brief and not too painful.

Thoughts on Inflation- Part One

March 22, 2019

"If inflation is so low, why are things so expensive?" That's a good question, and if you'll hang with us for a while, we'll answer it.

Download Our Latest Whitepaper

9 Investment Pitfalls

High Net-Worth Investors Should Avoid

Few words better characterize today’s financial markets than uncertainty. We believe investors need to adjust their expectations in order to adapt to the road ahead. It seems to be the nature of today’s markets to subject investors to price fluctuations and confusing global events that test emotional fortitude at every turn.

In order to help our clients chart a course in uncertain waters, we’ve compiled a list of critical mistakes investors should avoid.

Download Today!

Team

John Goott,
CFP®, AIF®

Daniel Goott,
CFP®, CIMA®

Doug Garrison, CFP®, MBA

Mark J. Grenader,
JD,CPA*/PFS℠

Jonathan Salvato, CRPC®

Charles McRae,
CFP®

Julie Banda

Traci Diedrich

Candice Frank

Sue Goott

Office:	713.622.9111
Fax:	713.993.0253