We understand your need to control your financial destiny.
Our personal, comprehensive and objective approach will provide what you're really looking for - peace of mind.
Our Services
In addition to these services, we maintain trusted professional resources in areas of estate, business formation & succession, and tax planning.
Our Publications
Declaration of Financial Independence
Declaration of Financial Independence | Jordan Ranly, MBA Happy Independence Day – a day synonymous with our nation’s freedom from foreign rule. Might this be an opportune moment to declare your financial independence? Similar to how our nation’s founders envisioned a future of opportunity to better control our own destiny, LIVING LIFE financial planning empowers […]
June 2024 Commentary – The Cushion of the Sea
A number of years ago, a submarine being tested was submerged for several hours. Upon returning to the harbor, the captain was asked, “How did that terrible storm last night affect you?” Surprised, the captain exclaimed, “Storm? We didn’t even know there was one!” The submarine was so far beneath the surface that it reached […]
May 2024 Commentary – Goldilocks in Trouble? Or Just April Showers?
What child doesn’t know the story of “Goldilocks and the Three Bears”? In the classic fairytale, Goldilocks explores the home of three Bears who are out for a walk. In the story, Goldilocks created some problems for the Bear family; breaking a chair, sampling and eating all of another bears’ breakfast. She is ultimately found […]
The Next “Financial Eclipse”
The Next “Financial Eclipse” | Jordan Ranly, MBA We hope your year is off to a nice start! Our Nvest team is enjoying an exciting start to 2024, and we are feeling settled in the new office space at 9757 Fairway Drive. Please schedule a time to visit! Unexpected financial challenges can obscure from view […]
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Commissions or Hidden Costs; Fee-Only
2006
Year Founded
40+
Years of Experience
100%
Client Focused