Financial Engines is America’s largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize-winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals.
AIFA®, CFP®, ChFC®
We are a fee-only firm passionate about viewing our clients' wealth from their perspective, to help them achieve success on their terms, where they stand. We do not assume to know what "success" means to any of our clients but we work together to find better ways to make life and wealth more enjoyable and intentional. I guess you could say helping our clients enjoy their life is our ultimate goal, and if we can make their wealth simpler to manage then we've accomplished something worthwhile.
K. Wade Carpenter
CFP®, ChFC®, CLU®
To educate my clients as to their options and alternatives so they can make informed decisions and be the best stewards of their resources.
Our philosophy is to help the people we serve create and grow their personal wealth, protect and preserve their life savings and plan for the distribution of their assets. This belief system empowers our company to provide the highest level of professionalism, quality service, and objective advice by developing and recommending proven strategies that will help our clients achieve their financial goals. We are advocates for positive influence and change for the people we observe who are not r
At S&A Financial Services, Inc. we believe that Financial Planning and Wealth Management is more than just figures and numbers. It's earning trust through terrific service and involves a lot of heart & soul.
At our firm, we have the client - and only the client-in mind. Our mission is to get to know and understand your needs, wants, and long term goals. We want to help you develop, implement, and monitor a strategy that is designed to address your individual situation. We understand the challenges families face today. From managing debt 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 pursue your goals. We believe in thinking "out of the box" and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.