Our Process

At our firm, we have the client—and only the client—in mind.

Our mission is to get to know you, and really understand your needs, challenges, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to reach YOUR goals, not ours.

We understand the challenges families face today.  From managing debt, to owning and operating a business, to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you make the best use of all of your resources.

We believing in building long-term relationships with our clients, based on trust, integrity and respect for each other.  We understand how important financial health is to you, and it's not something we take lightly.  All of our energy, commitment, and efforts are focused on you, your family, and your satisfaction.

Investment and financial planning services are offered by Clark Saenz through his affiliation with Avantax.