Welcome

Your Life - Real Solutions

What Sets Us Apart?

We are committed to building lasting relationships through trusted financial advice, personalized planning, and proactive support that empowers our clients to make informed decisions at every stage of life.

Mission

Get to Know Us

Rob Elder is a financial planner who works closely with clients to build personalized financial security plans. His approach goes beyond retirement planning to look at the full picture—helping you manage today’s priorities while planning for the future you want. By understanding your goals, concerns, and lifestyle, Rob develops practical strategies designed to provide clarity, confidence, and long-term financial stability.

Josi Elder keeps our practice running smoothly day in and day out, and creates a welcoming experience for our clients. Her goal is to give clear communication, attention to detail, and simple solutions to make your experience easy, enjoyable, and give you confidence in our team.

Services

How We Can Help

We can help you make confident decisions about your money and protect what matters most. This includes building personalized financial strategies, managing investments, planning for retirement, and preparing for major life events. On the insurance side, we can help identify risks and put coverage in place—such as life, health, disability, or business insurance—to provide financial security if the unexpected happens. The goal is to align day-to-day financial needs with long-term goals, offering guidance, clarity, and ongoing support.

Investments

Middle-aged man and woman by the ocean kissing. Image by Esther Ann.

From funding major life experiences and education to strengthening long-term savings and navigating retirement income, we will work with you to design an investment strategy aligned with your goals and circumstances.

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Insurance

Father smiling while holding children in his arms. Image by Nathan Dumlao

We help clients use life insurance as a practical tool to protect their families, manage financial risk, and support long-term goals while ensuring policies remain aligned as life changes.

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Insurance & Benefits for Business

Woman cafe owner smiling while pouring a coffee. Image by Brooke Cagle

We help businesses put benefits and insurance plans in place that take care of their team and protect the company. By understanding your goals and budget, we recommend practical coverage options that support employees, and grow with your business.

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Blog