We take the mystery out of managing your finances and empower you to make more informed decisions that lead to better results.
Meet our team of CERTIFIED FINANCIAL PLANNER™ professionals, financial advisors, and support staff.
Explore our firm's history and see why Tide Creek values lifelong relationships.
Learn more about our firm's approach and philosophy.
It seems everyone has an opinion on how you should invest your money or what type of insurance is best. Add the fact that technology has given consumers almost instant access to products and services and the result is decisions with lifelong impacts are being made without a meaningful way to evaluate the potential outcomes. Consider, just because it’s a good idea for someone, doesn’t mean it’s a good idea for you.
At Tide Creek, we know that good financial decisions are made with care and extend well beyond where and how to invest your money. Our firm offers a broad perspective, allowing you to understand all pieces of your financial life and how they impact one another, then designs strategies and help you take the actions that are aligned with your unique definition of success.
Our honest, on-going advice and coaching will help prepare you for all life’s financial challenges, and allow you to continue to meet your goals as they evolve.