The investment and retirement industries are broken.

The right solutions aren’t as obvious as they should be.

You deserve to know the unbiased truth.

You deserve to have clarity, certainty, and comfort.

You deserve unconflicted advice, not to be “sold”.

You deserve to be 95% mathematically certain of your outcome.

You deserve to be confident.

I’d like to help you see your dreams come true.

Jeff Presley, CWPP

Wealth Manager, Financial Planner

I’m a devoted husband of 16 years to Mandi, father to two boys, Carter (10) and Evan (6). I’m a lifelong follower of Christ, accepting Him at 6 years old to lead me in this life. I was raised in a home that taught me there’s never a wrong time to do the right thing, and never a right time to do the wrong thing. I pursue truth relentlessly. My top 5 strengths, as measured by “Strengths Finder 2.0”, are:

  • Learner
  • Analytical
  • Strategic
  • Responsibility
  • Focus

I’m constantly trying to learn more about how to be a better person, how to do things with more excellence and precision, how to deliver more completely on the promise of “the best solutions” to those who depend on me.

Einstein famously said, “If you can’t explain it to a six-year-old, you don’t understand it yourself.” I aim to explain many seemingly complex subjects in quite simple, attainable, basic terms. None of this stuff is really that complicated.

Who supports you?

I cannot provide every facet of your financial service relationship alone. (And, frankly, in a world with Bernie Madoff and his ilk, you shouldn’t want me to.)  So, here’s a look at the framework of the total team that will be working for you:

  • I use independent custodians who keep your securities invested per your instructions, give you daily valuations online, and provide you with regular statements of your accounts.
  • I use powerful risk analysis research to help you end up with investment strategies that help you stay in your comfort zone, no matter what markets are doing.
  • I help you hire skilled money managers, who make daily investment decisions to suit your personal preferences.
  • I use elegant, real-time, interactive planning tools to help you visualize your progress, project your likelihood of achievement, and play out “what if” situations in advance.
  • I coach you through the emotional highs and lows of life and financial market cycles. I want you to succeed.

Your Custodians

Your Money Manager Lineup

Tools To Serve You

 

Portfolio Risk Management

Long-term investment success is only achieved if the ride wasn’t so bumpy it throws the rider off. I  use Riskalyze to objectively pinpoint your individual risk appetite and construct a portfolio that keeps you in your comfort zone.

Long-term Planning

Whether planning for college, a dream home, a wedding, retirement income, estate preservation, or ALL of these, MoneyGuidePro keeps everything in sight on one digital portal.

Retirement Plan Advisory

Your employer-sponsored retirement account is probably the single largest investment you’ve made. A 2006-2012 study shows Participants that had advisory help with their account averageed +3.32% higher net returns than those non-help Participants. But, where can you get full-service investment advice and management? Right here.