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Navigating Investment Goals and Retirement Dreams.

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People dream of their Golden Years but many lack the confidence to retire. We create a comprehensive retirement plan using our Kairos Formula that includes your dreams and fears so you can spend confidently during the go-go years of retirement knowing that the slow-go and the no-go years are taken care of no matter what life has in store for you.

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WHY US?

We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.

OUR APPROACH

Our Enlightened Philosophy

Our Enlightened Philosophy

around all things financial. 

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Our Planning Strategy

Our Planning Strategy

that remains fluid and dynamic.

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Our Proprietary Process

Our Proprietary Process

The Kairos Formula.

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Our team specializes in meeting the needs of successful families and top-of-their-field professionals who, among other things, aspire to a work optional lifestyle and have the desire to secure a family investment legacy.

Jim Yent

Jim Yent ChFC, CFA

Wealth Architect

Teresa Yent

Teresa Yent, ChFC, CLTC

Dreamweaver

Kyle Beals

Kyle Beals MBA, ChFC, CLTC

Director of Client Services

Caroline Eggleston

Caroline Eggleston

Executive Assistant & Director of Marketing

OUR SERVICE PILLARS

OUR SERVICE PILLARS

The Kairos Formula integrates eight key service pillars to help clients pursue financial independence. 

FOCUS

FOCUS

Our experience acquired over decades in the business constantly reminds us of the fluid and dynamic nature of the journey to financial independence. It is with this philosophy in mind that we are able to use our process to craft individual plans for each of our clients as their lives unforld and their needs evolve. 

SERVICE

We are a wealth advisory firm that works primarily with families and professionals who find themselves nearing or already enjoying retirement. In our experience, when retirees have "all of the facts", they are in a better position to make decisions about their financial future.




RESOURCES

The tools to keep you educated and informed.

Free Retirement Guide

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Educational Video Library 

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Economic Updates

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Calculators 

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