No money-management fees means advice stays objective and aligned with you.

Every strategy is built specifically for long-term income and security.

Clear explanations, real numbers, and no hidden agendas—ever.

“I worked with Evan Galloway on Tuesday, September 30, 2025 and I can tell  you it was so pleasant working with him.  I really did not know what I was doing and he guided me thru everything, he explained everything to me where I could understand.  I then had my second meeting with him on Wednesday, October 1, 2025, I had a problem with my computer and he said lets just face time, he made a bad start of the meeting turn out really good.  He had suggestions and made me feel so comfortable.  He even said he could meet with my son in law and daughter with me where they could understand what my pension review would be.  I would love to recommend Evan to each and every one of my Centennial co workers.  It’s a very stressful time and Evan made me feel very comfortable and not to worry or be scared.”

“It was a pleasure working with Evan Galloway through my retirement investment options. From the outset, he took the time to truly understand my financial situation, long-term retirement goals, and comfort level with risk; and developed a tailored plan specifically for me. Evan’s communication was consistently excellent. His responsiveness to my multitude of questions was always timely, and met with a lot of patience. In addition, his ability to simplify complex financial concepts into understandable terms was very much appreciated. Thank you, Evan!”

“Evan helped me realize my retirement account I was in through my work was not what was best for me and my family. It wasn’t until we reviewed my plan that I realized all the fees that were being taken out even with employer match! Now I am set up in accounts that will help me retire with money to spare with no risk of losing if the market crashes again! I also plan to work with him in the future for my kids marriage/education funds. I would recommend him to everyone with a 401k or retirement account.