The Independent Plan Financial Difference

Advisor Man

Independent

Independence from large corporations enables us to offer a diverse range of products and services specifically tailored to your unique financial goals. You are our top priority.

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Intelligence

We may not wear suits, but that doesn’t mean we have rocks rolling around in our heads! Our team’s range of skills, education, and knowledge gives us the ability to provide you with the information you need to make informed financial decisions.

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Integrity

Being your financial professional is a privilege, and we acknowledge this by aiming to be transparent, informative, and solution-focused in our advice.

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Innovation

Our team embraces exceptionalism, striving for innovative solutions to pursue your goals, maximize your time and enhance your portfolio. Our dedication to continuous education and creativity ensures our endeavor for exceptional service.

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Charisma

Imagine walking into a room full of advisors, each wearing a stiff suit and an even stiffer expression. Now, picture a relaxed setting where genuine, intelligent, straight forward conversations and laughter flow freely. That's the kind of experience we strive to give you.

Meet Your Team

Our Process

We believe a detailed planning process can be one of the most effective ways to create Financial Freedom.

Free
Consultation

In our first meeting, we’ll identify your goals, priorities, preferences and any obstacles you may have. Together, we'll set expectations and determine if an ongoing partnership is the right fit.

Exploration & Preliminary Planning

After our initial meeting, we’ll dive deeper into your situation. A preliminary plan is sketched as we discuss your personal and financial goals in more detail. 

Detailed
Planning

A roadmap is developed to guide you towards your financial goals. This plan will address your most important areas, outline steps to overcome obstacles, and aim for maximum returns with a solid, tax-efficient portfolio.

Ongoing Support & Advice

Your priorities and goals will inevitably shift through time which is why we are here to proactively adjust your plan. As life circumstances lead you to different approaches for wealth management and savings strategies, we'll be a constant presence to ensure your plan transitions smoothly.

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Testimonial

This statement is a testimonial by a client of the financial professional as of 07/31/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

Things that set you apart from other financial planners:

  • Experience in agriculture. You understand agriculture from all sides; that kind of experience gets harder to find all the time.
  • Your friendly, straight forward, no-nonsense approach leaves a good impression on people who have only just met you.
  • Good presenter. You present information well…especially when it comes to helping people digest those confusing reports.
  • Independent…as stated in your advertisements.
  • The “glue”. Having a consultant/advisor review the whole picture and sometimes serve as the “glue” between the accountants, loan officers, insurance agents, legal professionals, etc. would be so beneficial to so many operations. In the healthcare world, we call it “continuity of care”…no loose ends, everything is tied together and organized.
  • Personalized advice. Your advice is very personalized and specific for each situation.
  • On the same team. You are on the same team as your clients, you and your clients share the same goals and are on the same team.

Thanks for sharing your ideas with me. I’ve always liked the way your mind works!

-  Krista

This statement is a testimonial by a client of the financial professional as of 11/17/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

“From our first meeting with Maverick Churchill I felt very confident that he not only would take care of our money, but that he would take care of us. He is more than just a wealth advisor; he can help you with the day-to-day financial decisions and helps keep you on the right path. This guy keeps meticulous records and gives you sound financial advice for your current situations and your future plans. It would be hard to find the words to describe the weight that has been lifted from our shoulders when Maverick started working with us and guiding us to make sound business decisions. He is very professional, informative, comfortable and friendly. Any financial questions are always answered in an easy-to-understand manner and the atmosphere is always relaxed. It is a huge relief to know someone is looking out for our best interests.”

-  The Davis Family