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At our firm, we believe a teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We will help you create an approach that is designed to address your individual situation.


Dustin LaPorte, CFP®, CKA®, CCFS®



For over two decades people have entrusted their financial future to Dustin LaPorte's guidance and leading (continues ...)

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Anissa LaPorte

Director of Customer Service and Public Relations

Education Medical University of South Carolina, Bachelor of Science degree in Nursing Chick-fil-A. Corporate training in marketing Experience Over 15 years of experience in customer service as a registered nurse Over 8 years of...
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Jeffrey Hartman

Office of Supervisory Jurisdiction

Jeff has been in the financial industry for almost two decades. He has a strong belief in the power of relationship building hence making him both successful and widely respected with medical professionals and business owners. Jeff’s...
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