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Our Process

Our Process

Our goal is to take all the pieces of your financial puzzle and put them in place. To do so, we utilize The Advantage FORMula, which is designed to continually adjust and monitor your critical life and financial events to keep your plan on track.

Who We Are

Who We Are

We are a wealth management firm primarily for a select group of successful families and top-of-their-field professionals who find themselves nearing or already enjoying retirement. Many of our Ideal Clients, among other things, aspire to a work-optional lifestyle.

Who We Serve

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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What We Do

What We Do

At the 611 group we recognize that we are not all things to all people, nor do we want or expect to be. We are all things to some people. Our client relationships are based on a very specific FIT process, allowing us to partner with those clients to whom we are most suited.

What's Important to You?

Combining our financial savvy with our wealth management capabilities and insurance experience, we help clients plan for their future and maintain financial independence. By using The Advantage FORMula™, we are able to design custom financial strategies that address each of our clients’ specific needs.

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Download Our Don't Panic Ebook!

The novel coronavirus (COVID-19)'s effects on the financial markets has caused many people to question their investment strategy. Use this ebook to stay focused on your investment goals during challenging times.

Meet The 611 Group

Marti Helser

Marti Helser

Director of Client Experience

Sandi Stewart

Sandi Stewart

Director of Operations

Gail Snow

Gail Snow

Executive Assistant

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