Broker Check

Removing Financial Worry from Your World

Tempus focuses on delivering peace of mind to our clients so they can devote their time to what is most important.

The Tempus Experience

Our mission is to help provide financial freedom to every client. We define this as a life without compromise. Our responsibility to our clients is to ensure maximum wealth potential through design. This consists of unique strategies that are specific to every person's goals. Many of the problems and frustrations that occur in personal finance are a result of non-integrated financial decisions that lead to costly inefficiencies. By listening to and understanding our clients' objectives we help accomplish foreseeable goals and address unforeseeable realities.

Creating Possibility

Creating Possibility

Our initial conversations are exploratory in nature. We will determine if our uncommon philosophical approach to planning your future is aligned with your goals and your relationship with money.
  

Learning Your World

Learning Your World

Once we understand your vision, we will build your personal balance sheet using our proprietary software, The Living Balance Sheet, to gain clarity on where you are today.
  

Your Financial Blueprint

Your Financial Blueprint

We will begin to model out our specific recommendations to achieve optimal financial balance in all areas of your planning with proven systems, unique processes and an all-encompassing strategy.
  

Realizing Your Vision

Realizing Your Vision

This is where the plan begins to materialize. The integrated strategies we help you implement are measurable and designed to achieve financial abundance.
  

A Lifelong Relationship

A Lifelong Relationship

Once we have co-engineered your vision, our journey together is underway. Our strategies will be monitored and calibrated to adjust to how life unfolds for you. We are committed to enhancing your future, and welcome everyone who is invited to be a part of it.

Resources

We want our clients to be financially savvy. Browse our library to start your path to financial education.

Understanding FDIC Insurance

Understanding FDIC Insurance

Learn More
4 Steps to Protecting a Child with Disabilities

4 Steps to Protecting a Child with Disabilities

Learn More
5 Finance gifts for Mother’s Day

5 Finance gifts for Mother’s Day

Learn More
Beyond the breadwinner: Is your household protected?

Beyond the breadwinner: Is your household protected?

Learn More
Whole life insurance: part of a tax diversification strategy

Whole life insurance: part of a tax diversification strategy

Learn More
How new workers can build financial independence

How new workers can build financial independence

Learn More

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

Get Started!

Fill out the form and we’ll be in touch to talk about your financial needs.

Schedule a Meeting