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About Us

Our Primary Purpose

Act Two offers professional, objective financial planning and investment advice to individuals, couples, and small business owners. We believe we do our best work when we are able to build long-term relationships that include financial planning and ongoing investment management.

Our Primary Purpose

We often hear the questions, “When can I retire?” or “When will I run out of money?” We provide as much or as little help as needed. When it comes to financial advice, one size does not fit all. Some people find value in a comprehensive financial plan. Others are looking for a simple financial check-up or a second opinion.

Many of our clients are retirees or pre-retirees 10 years or less from retirement. We help develop a plan that addresses lifestyle and financial issues as they transition toward the next phase of life.

Knowledge is power.

It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

Client Centered

As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards. 

We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office. 

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