About Us

Our Mission Statement

Our joy and purpose is impacting every season of your life journey by delivering our expertise and guidance.

About Us

A cornerstone of financial planning is the recognition that everyone's economic and life situation is unique. Personalized service is essential when matching clients with the right financial products and services.

A commitment to professionalism and the cooperative development of unique, personal goals forms the foundation of any strong financial plan.

A financial plan must reflect the stage of life its owner is in: whether purchasing a first home, financing a child's college education or planning for retirement. A plan must reflect its owner's personal or business situation, and highlight those financial products that best fit it. A custom-tailored financial plan must also be continually reviewed to measure its achievements against stated aims, and ensure the owner is comfortable everything is moving forward according to plan.

If you ever have questions about your plan or about specific financial products, contact us. We will set up a time to meet to review your needs and address any questions you may have. Contact us today.

Our Services

Financial Planning

  Retirement, Analysis, Education, Cash Flow, and Estate Planning

  A simple, yet comprehensive, plan for now and the future

Investment Advice and Management

  Investment Strategies, Review, and Monitoring

Risk Management

  Identification of Key Financial Risks

  Strategies for Minimizing and Transferring Risks

  Insurance Solutions (Life, Disability, and Long-Term Care)

Trust Services

 Review documents such as Revocable Trusts, Wills, Power of Attorneys

*Collaboration with your attorney


 Elizabeth Delgado:

  • Serving affluent individuals, families, and their closely held entities since 1999
  • Previously held position as Director and COO of locally owned Broker-Dealer/Registered Investment Advisor Firm
  • AAMS® (Accredited Asset Management Specialist)
  • AWMA® (Accredited Wealth Management Advisor)
  • FINRA Series 7,24,66, and 31 Licenses
  • Nevada Insurance License: Life, Health and Disability
  • Recipient of Women of Distinction Award
  • Former Member of C12- Cadre LV Business Peer Group
  • Served as an Operations Team Member of Canyon Ridge Christian Church
  • Serves as a board member with Junior Achievement of Southern Nevada and Scarlet Hope, Nevada
  • Actively involved with Olive Crest, St. Jude's Ranch for Children, and Compassion International  
  • Vegas Chamber Leadership of Las Vegas class of 2021  

Garett Fay:

  • 20+ years of personal life coaching in all areas of people's lives
  • FINRA Series 65 license to focus solely on being a fiduciary for my clients
  • Master in Arts in Management and Leadership from Liberty University
  • AAMS® Designation for next level planning
  • Life Insurance, Variable Annuities & Variable Life
  • Holistic and non-judgemental approach to managing finances that help clients take clear steps towards their financial goals
  • Specialize in Non-profit retirement plans and planned giving
  • Offering personalized wealth management services and quilified retirement plan design and management
  • Passionate about my faith, community, travel and bringing life to people I encounter each day

 John Holcombe: 

  • Serving high net worth individuals, families and businesses through creating personalized wealth strategies for over 20 years
  • Bachelor of Science - Finance; University of Nevada Las Vegas
  • FINRA Series 7 and Series 66 Securities Licenses
  • Life Insurance, Variable Annuities & Variable Life – Nevada Licensed
  • Lifetime Alumni Member at UNLV
  • Alumni member of Lambda Chi Alpha Fraternity – Delta Lambda Chapter