WHAT WILL YOUR FINANCIAL LEGACY BE ?
As CERTIFIED FINANCIAL PLANNERS , we will help you shape yours.
™
A Panoramic View. A Personalized Plan.
We believe that big-picture thinking with a tailored plan is a powerful duo that changes lives for the better.
We provide a wide range of services, combining planning with asset management as a team approach,
here for you in every chapter of your financial story.
What We Believe...
Our disciplined approach allows us to cut through the noise
of the financial world, so we can focus our clients and their goals.
That big-picture thinking combined with personalized planning
is a powerful duo that changes lives for the better.
In building relationships that last a lifetime and never forget
our clients' trust is a privilege that must be earned every day.
In creativity and innovation, and we’re not afraid to do
things differently or challenge convention.
We're proud to be partnered with
a leader in our industry.
,
1
#
INDEPENDENT
BROKER/DEALER
In the United States
MARKET SHARE
Among 3rd-party providers
of brokerage services to
banks and credit unions
1
#
3
#
RIA CUSTODIAN
In the United States
JOHN GIBSON CFP
John is a Certified Financial Planner ™ and Fiduciary
with 29 years of experience as a Financial Advisor.
He enjoys managing client assets and helping clients plan
for their financial success. John loves to spend time with his wife and his 2 daughters, hiking, camping, sailing
and catching crabs on the Chesapeake.
®
COLLEEN SCHULER CFP
Colleen Schuler is a Certified Financial Planner ™
and Fiduciary with 20 years of experience in the Financial Industry. She received her MBA in 2008 from Loyola University.She enjoys working with her clients developing financial plans and managing assets for their future financial success.
She loves to spend time with her husband, son and daughter. Outside of work, she is active with coaching, volunteering
at school and training for her next race.
®
An Experienced, Disciplined Approach
As CERTIFIED FINANCIAL PLANNERS™, we follow certain standards – called Financial Planning Practice Standards –when
providing financial planning. It's based on a six-step financial planning process that we use as our roadmap to personalize your plan.
Discovery Interview
Gather Data
Analyze and
Develop Plan
Understand your unique
goals and objectives
Gather your data to develop
your personal plan
Analyze your current situation
and develop comprehensive solutions
Plan Presentation
and Delivery
Review your plan
and discuss
recommended strategies
Plan Implementation
Implement plan recommendations
Monitor and Update
Monitor your plan
and update periodically
We Have Some Exciting News To Share
The following disclosure must be on every page of your website: Securities and advisory services offered through LPL Financial, a registered investment
advisor. Member FINRA/SIPC. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only
with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.