Our Financial Planning
Process
Our approach can be characterized as process-driven, designed to help you identify, prioritize, and achieve the things in life that you care about most. By utilizing this process, we can custom tailor our solutions to your individual wishes, timeframes, and circumstances. We view our work together as a journey rather than an event and monitor our progress in an ongoing fashion to help ensure your goals are achieved.
W. Justin Lacy, AIF®, Financial Planner & Partner
*Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial plan fee. Periodic reviews of your financial plan may require a new planning agreement and result in additional fees.
Why choose us?
01.
Let the numbers speak!
In finance, numbers talk. Here are some of our accomplishments.
$212
750+
Clients
who put their faith in us
88
Years
of serving the community
30+
States where
we have clients
02.
Community Outreach
Our community has helped build our practice, so we help build our community.
03.
Meet our Financial Professionals
Financial Planner & Principal Partner
Mark MacInnis, RICP®
Passionate, goal-oriented, and thought leader are just a few words most often used to describe Mark MacInnis. With over twenty years of experience in the fast-paced financial industry, Mark has established himself as a powerhouse and an innovative leader and advisor.
Financial Planner & Partner
James Schreiber, ChFC®
Knowledgeable, detail-oriented, and intellectual leader are just a few words most often used to describe James Schreiber. With over a decade of experience in the fast-paced financial industry, James has established himself as a powerhouse and an innovative leader and advisor.
Financial Planner & Partner
W. Justin Lacy,
AIF®
Client-focused, earnest, and judicious leader are just a few words most often used to describe W. Justin Lacy, AIF®. With over fourteen years of experience in the fast-paced financial industry, Justin has established himself as a powerhouse and an innovative leader and advisor.
Financial Planner & Partner
Tom O’Grady
Driven, passionate, and professional leader are just a few words most often used to describe Tom O'Grady. With over thirty years of experience in the fast-paced financial industry, Tom has established himself as a powerhouse and an innovative leader and advisor.
Insights
Read our views on the things that matter to you. And get to know our people. We make the difference.
