Education. Guidance. Support.

Your Personal Confidant for a Lifetime of Wise Financial Decisions

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Knowledge is Power

Melissa Siesto believes everyone deserves the opportunity to make wise decisions, so we’ve committed ourselves to educating people across the country about the world of finances. Whether you’re searching for guidance about your personal situation or you want to find the best benefits for your employees, our goal is to give you a clear understanding of your options so you can feel confident navigating your next steps. By working together, we want you to become comfortable making consistent, strategic decisions that support your goals for your personal or professional life. We’ve become experts at listening and putting others’ needs above our own, and many of our clients are like family to us. We’re available to answer questions and offer guidance whenever you need, and when you partner with us, we’ll make sure you have the power to decide for yourself how to pursue life with purpose.

Personal Connection

On paper, our job is to help manage your finances, but our role becomes much bigger than that. Our clients trust us like a close friend, so we get to be alongside them for the best and worst moments in life. That’s because we genuinely want to help you and are always looking out for your best interest so you can find confidence in your finances.

Trustworthy Education

No matter what your individual goals are, at the end of the day, our mission is to give you the information you need to make wise decisions. Education is the core function of our practice, and even if we gain nothing through the process, we feel we’ve done our job well when you have the confidence to choose what’s best for you.

Reliable Support 

We want to help you in any way we can, and as a national firm with clients throughout the country, we can offer a network of resources for your financial and professional world. We pride ourselves on delivering comprehensive, consistent service, and if we say we’ll call you at three o’clock on a Tuesday, that’s exactly when you’ll hear the phone ring.

Our Expertise

Our mission is to improve the lives of others, and we do that by providing intentional education and personal guidance. We love helping employees understand and maximize their benefit options, and we often become a trusted confidant who helps them make wise decisions in their personal financial world. We know how to ask the right questions to help you get and stay on track, and our goal is that every resource and recommendation we offer supports your vision of a fulfilling life.

Below are some of the common ways we help people.