Where Life and Money Unite

Helping you meet your financial needs is our first priority. With integrity and transparency, we evaluate and assess your financial situation and only make recommendations that are in your best interest.

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We Listen First

Then we provide guidance, making it our mission to leave  no stone unturned to find the best financial solution for your individual goals and dreams. We’re focused on your big picture: helping you to develop a long-term strategy for your financial future. What’s more, we’re plainspoken about financial matters and, if we do say so ourselves,  just plain fun to work with!

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access our Retirement Planning Kit

Our helpful retirement kit includes three guides that address topics you should consider when planning your retirement. Download them today!

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Tune in to the “Retirement+” radio show

featuring Shon Peil

Listen weekly as financial professional Shon Peil shares the latest solutions for preserving your life savings.

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Sundays

KFLD 8 a.m.

KXLY 9 a.m.

KLFE 2:30 p.m.

Tuesdays

KTW 12:30 p.m.

Saturdays

KONA 10:30 a.m.

KTW 10:30 a.m.