Member Name: Adam Hurd
Our mission is simple: “Help change people’s lives, by making financial planning accessible”. When implementing a comprehensive financial plan the complexities need to be implemented and adapted over time. Many things in your life, business, family, and the economy change in a year.
Our Vision: “To drastically differentiate ourselves from the cluttered world of financial services, with a unique client experience, exceptional service, & untraditional solutions.
How we stay on target, implement solutions, monitor progress, and alter your plan as needed is with scheduled & consistent communication. This is the core of 642ADVISING.
A 15% discount to any resident card holder
And a 20% discount to any Business Owner Chamber Member