Questions? Contact us 1-855-4FINDEC
Questions? Contact us 1-855-4FINDEC

IS WHAT WE DO Providing Financial Wellness IS WHAT WE DO Insurance Services IS WHAT WE DO Workplace Benefit Services PEACE OF MIND We consult & advise to give our clients

Retirement Planning

We create financial plans for individuals as they prepare for retirement and offer benefit plans for businesses. We will dream with you, but also keep your head out of the clouds.

Insurance Services

Use us as a resource to help manage your risk, protect your wealth, or to get a second opinion.


Are you a professional looking to partner with a firm so you can focus on what you love doing? Let our team be yours. Click here to learn more about our financial professionals’ service offerings.

Our Team is Your Team

Core Values


Family is at the core of everything we do. FinDec was started by a family and builds on that legacy each and every day.


We put the needs of our clients first because we are honest financial advisors. We will never steer our clients in a direction that we know is wrong — our integrity informs how we communicate and advise our clients.

New Ideas

We believe in evolving to ensure that we’re providing clients the best possible advice and services. Things change and we stay ahead of the curve by putting innovation at the forefront of what we do.


The status-quo is simply unacceptable at FinDec. We’re determined to do the best by our clients.


Our founders were educators. Our firm was created with deep principles rooted in the value of education and that no one can take that away from another person. Education is the most powerful tool — whether it be in business or in life.


Clients are at the center of what we do: we have collectively created a community. This community drives our company forward — it allows us to do good. We are committed to giving back to the communities we serve. We are proud to be a part of something greater than ourselves.

Let's talk about the future