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Ryan Veldhuizen
CFP®
Catalyze Wealth Management
To ensure you receive the most coordinated, holistic advice available, we assembled a team of experts to ensure that you understand how any event or opportunity you encounter impacts the big picture...
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Thomas "Casey" Loper
Cornerstone Wealth Management
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite...
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Brendan Gallagher
CFP®
Pinnacle Investment
At Pinnacle Investments, we have the knowledge, education, and credentials youd expect from an investment firm. Our suite of products and services includes everything from traditional stocks, bonds,...
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Lance Huebner
CFP®
GFC Planning
GFC Planning exists to help people feel more confident in their financial life by addressing what matters most to them. We do so by simplifying the complexities of financial life, reducing stress,...
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Damian Lombardi
Parallel Financial
Parallel Financial was co-founded by Anthony Mahfood and Brian Boughner in 2013. After experiencing the financial collapse of 2008 and seeing firsthand how the financial industry put their interests...
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Pure Financial Advisors, LLC
Pure Financial Advisors, LLC
Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor providing comprehensive retirement planning services and tax-optimized investment management. A pure business model was the...
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Latest Blog
11 min read
14 Oct 2026
Is Retirement Planning a Tax Strategy or a Life Strategy?
Taxes are a major part of retirement planning, whether people realize it or not. For much of your working life, you save and invest, often without paying taxes on that money right away. But when you withdraw those funds in retirement, taxes are likely to show up. Capital gains, interest,...
14 min read
13 Oct 2026
How Many Stocks Make An Ideal Portfolio?
Buying a stock today takes about as much effort as ordering coffee. No broker on the phone, no minimum lot size, no waiting for a paper confirmation in the mail. That ease is exactly why so many portfolios drift into two bad shapes. Some end up holding four or five...
15 min read
12 Oct 2026
Should Your Portfolio Become More Conservative as You Approach Retirement?
Somewhere in your late 50s, your money’s character changes. For three decades, it fueled growth. Now it’s about to become your paycheck. That shift is why the oldest rule in retirement planning tells you to trade stocks for bonds as the date approaches, and why a conservative retirement portfolio, one...
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When it comes to building and handling a portfolio, it often feels like a two-person job...
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