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Opt-In to the Future You Choose

We take the time to get to know your goals. Whether you are a business owner seeking a successful exit strategy, preparing for an impending retirement or just beginning to shape your financial future, our goals-based planning approach focuses on helping you transform the life you envision into a reality.

Reimagine your next chapter. Schedule a meeting with us to get started.


Welcome!

We believe getting the most out of your life begins with understanding where you are going. Whether you want to save for your children’s education, start a company or spend more time enjoying your financial freedom and less time worrying about the future, we can help. Our goals-based planning approach is focused on helping you enjoy your life now, and in the future.

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Who We Serve

Retirees

Pre- and post-retirement guidance to reap the rewards of your labor.

Business Owners

Work On Your Terms: No matter what stage of ownership you are in, make smart decisions to shape your future.

Individuals & Families

With radical transparency, integrity and sophistication, we help redefine your relationship to wealth. After all, it’s not what you earn, it’s what you keep.

You’ve built a successful business. We build successful exits. Are you ready to take the first step towards the best part of your life?

Learn More

Tim’s Why Story:

How mentorship inspired his passion to help others make smart decisions, so that they can opt-in to the lives they choose to live.


Blair Anderson was included on Forbes’ 2021 list of the Best-In-State Wealth Advisors!

View the press release.

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We send out the market news plus interesting articles to help educate you on financial wellness, entrepreneurship, work-life balance and much more!


Take the first step towards the best part of your life by clicking the link below to schedule a 1 hour “Work Optional” meeting.

Schedule a Meeting

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Securities offered through Hightower Securities, LLC, Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment adviser. brokercheck.finra.org
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