Lance Aten, CFP®
Mary Kay North, CFP®
Two CERTIFIED FINANCIAL PLANNER™ PROFESSIONALS WORKING FOR YOU!
“Working as a team, we get to know our clients and find out what's truly important to them. We develop a personal action plan to help achieve their objectives. Most importantly, we work and stay in touch with them until their goals are achieved.” –Lance & Mary Kay
Professional Experience
We have a combined 44 years of industry experience. We are both CERTIFIED FINANCIAL PLANNER™ PROFESSIONALs. The CFP® designation comes with extensive training in financial planning, investments, insurance, and employee benefits, as well as required adherence to the CFP® Board's Standards of Professional Conduct, which are rigorously enforced. As CFP® professionals, we are fiduciaries and required to uphold our certification through continuing education.
Calculators
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Savings Accumulation
Estimate the future value of your current savings.
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.