See yourself in the bigger financial picture.

Let's Talk

How Can We Help?

We offer a wide variety of services all geared to help you with your financial goals.

Retirement Planning

Tax Strategizing

Investment Management

Estate Planning

Asset Protection Strategies

Charitable Giving Strategies

Our Beliefs

All we do at The Family Firm is based on these principles and beliefs:

John Smith

We believe that financial advice is most effective when it is independent, unbiased and without conflict of interest. We are proud to be a fee-only™ firm.

Don Anderson

We believe that, once acquired, financial security must be prudently safeguarded.

Marla Smith

We believe that financial security is built and sustained from a progression of sensible decisions about savings and lifestyle.

"Gamer" Dan

We believe that financial strategies are most effective when they are based on a thorough understanding of your personal circumstances and goals. From this understanding, investment decisions and financial planning activities become integrated and oriented towards your individual goals.

Our History

We believe that your peace of mind is paramount.

Download "Retire Happy," Our Free Ebook!

Are you thinking of retiring? Are you prepared for what lies ahead? Our free ebook can help you evaluate. Downlod your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure" below.


Let's Talk.
Take the First Step.

Thank you!