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Treena Tipton - Your Partner for Life

You have goals; we have experience. Together, through financial planning, we can chart a course for your ever-changing life. 

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We Work For You 

We Work For You 

Our team has a collective 43 years' experience in the financial services industry. We can advise you on a range of issues, from retirement planning to insurance coverage to effective tax strategies. 

Whatever your goals, we can help you put together a plan.


Check Out Our Video Rotator Below

Our short videos are engaging and informative and will prompt you with questions to ask your advisor.

Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!
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Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
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Retirement Accounts When You Change Your Job

This video discusses issues related to your retirement accounts when you move on from your job.
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A New Approach to Planning

Our services range from financial planning to investment management. No matter what, though, our focus is always you.

Our Process

We create strategies that are tailored to your needs and goals. 


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Our History

Years of experience have prepared us to guide you through life's transitions.


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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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QUOTES WE LIVE BY


  • “Financial fitness is not a pipe dream or a state of mind. It’s a reality if you are willing to pursue it and embrace it.”

    – Will Robinson

  • “You can’t always visualize the reward, but you can believe in the sacrifice if the vision is strong enough.”

    – Don Connelly

  • “Getting out with the idea of getting back in later is trying to outsmart the market. It’s hard to outsmart something that doesn’t always make sense.”

    – Don Connelly

  • “There is nothing wrong with changing a plan when the situation has changed.”

    – Seneca

  • “I feel that luck is preparation meeting opportunity.”

    – Oprah Winfrey

  • “Buy at the point of maximum pessimism; sell at the point of maximum optimism.”

    – Sir John Templeton

  • “Whether socks or stocks, I like buying quality merchandise when it is marked down.”

    – Warren Buffett

How Much Do You Know About Investment?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."

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Learn How to Stay Calm Amidst Market Volatility

In this ebook, we outline how to stay the course through market ups and downs. Our tips will help you anticipate, rather than fear, market movement.
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