Welcome

Our desire to build solid, long-term relationships with our clients is exceeded only by our commitment to provide unparalleled service. We pride ourselves in meeting and exceeding expectations through a high level of professionalism, competency, service, and support.

With a combined twenty-six years of experience in the financial services industry, senior advisors Scott Maxwell and Fred King combine their insights and expertise to create a synergistic team. While ten or more other dedicated professionals support the complete client service endeavor, Scott and Fred form the backbone of the client service and advisory team.

• VIEW BIO

  Scott L. Maxwell, CFP^®

  Scott has been involved in the financial planning industry since 1993, when he accepted an opportunity as a Registered Representative with a national investment company. In 1997 Scott founded an independent financial planning firm, Financial Strategies, and developed it into one of Northern Idaho's premier boutique planning organizations.
  
  Email Scott Maxwell

• VIEW BIO

  Fred King, CFP^®

  Fred is a graduate of Oregon State University with a degree in Business Administration; Fred has over 15 years of business experience in a variety of roles with several national firms. Fred specializes in retirement financial needs analysis, investment management, risk management and general financial planning for individuals and small business
  
  Email Fred King