Knowledge Is Power

Helping you make more informed financial decisions.

We coach families, young professionals, widows, and business owners. With full transparency and financial education, we help you navigate confusing industry jargon and guide you to make wise financial decisions.


Confidence, Not Confusion

We aim to help minimize your financial stress, so you can embrace life fully.

Many people go through life without a plan for pursuing their financial goals. We create a clearly defined and comprehensive financial plan and update it as your needs evolve. We'll answer your big questions like: "Are we saving enough," or "Can I retire a few years early?" We want to help you establish the financial confidence you need to do the things you love.

Bring Balance to Life

Create a sweet today and a secure tomorrow.

We aren’t promoting the latest hot stock or confusing you with intimidating investment jargon or scary statistics. We are all about taking the burdens of managing your wealth off your shoulders so you can enjoy life.

You can rely on our knowledge and experience to help bring balance to your life. We want you to make prudent decisions with an eye toward your financial future, but also empower you to use your wealth to enjoy today.

You Benefit From Our Values

Brian LaHue is a problem solver and visionary who takes a forward-thinking approach with the aim to help you stay ahead and plan for what is on the horizon. Brian and his team offer clients the benefits of full transparency, simplicity, and sincerity.



We offer independent advice that is always focused on your best interest.



We simplify your life with a clear and easy-to-understand planning process.



Clients become true friends throughout their financial journey because we genuinely care.

Meet Our Team​