Level Up Your Money

Modern Fiduciary Financial Planning & Investment Management

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Modern, Non-stuffy and High-tech

We believe everyone deserves access to professional financial advice. No minimums, no judgment, and no jargon. And you can meet with us from the comfort of your own home via video conferencing and paperless systems.

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A Progressive Financial Partner

You don't just want financial advice. You want a simple experience. You want high-tech virtual access that works around your schedule. And you want your money to make a positive impact in your life, in your community, and in the world.

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E271: Does Dividend Investing Live Up to the Hype?

Let’s unpack where dividends come from, why investors are drawn to them, and how to think more strategically about total return and diversification.

E270: Should I Invest in Physical Gold to Hedge Against Disaster?

Gold has often been viewed as a store of value and a hedge against inflation or economic crisis. But when it comes to true disaster preparedness (natural disasters, infrastructure breakdowns, or system-wide economic failure) is gold the right asset to hold?

E269: Can an HSA Be Used to Pay for Medicare Premiums?

What happens when you transition to Medicare? Can you still use your HSA? And more specifically, can you use it to pay for your Medicare premiums?

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