SHANE TUCKER DESIGN & PHOTO

Investors make transactions. Coaches invest in people. While we do both, it's the latter that sets us apart. We take a 360-degree approach to assessing all aspects of your financial life - with impact now and for the long haul. We believe that desired financial outcomes are a product of disciplined investing by us and daily actions taken by clients. By removing minimum balance requirements and foregoing a common investor practice of working only with clients who have accumulated wealth, we help coach young, hard-working individuals and families on the habits of how to get ahead and meet every milestone on their unique journey through life... We believe nothing is more important in life than the relationships we forge and hold dear. We have a unique opportunity come alongside clients to help them achieve the financial goals they've envisioned for themselves, devise a plan to achieve them, and to provide for those whom they love and care for. It is our trusted counsel and coaching that..

Primary location: Westerville United States