Financial planning should feel like confidence, not pressure.
17 Mile Drive exists to be the trusted presence that helps people make informed financial decisions in the moments that matter most.
We believe the best financial plans are built on emotional intelligence as much as technical strategy. That’s why we ask about your earliest money memories—not just your account balances. Because what drives your decisions is just as important as the numbers behind them.
Three branches of service – rooted into one grounded, unified firm.
Financial Planning
At 17 Mile Drive, financial planning isn’t just about charts and projections—it’s about people. We partner with you to create a plan that reflects your life, your goals, and your values. Whether you’re preparing for retirement, navigating a major transition, or simply seeking clarity, we offer steady, personalized guidance that seeks to grow with you.
Aligned Tax Planning
Tax season shouldn’t feel like a stress test. We partner with your tax advisor to work in lockstep with your financial plan—offering proactive, coordinated support that simplifies decisions and keeps every moving piece aligned. No outsourcing. No disconnect. Just smart, seamless care under one roof.
Trusts* and Estates
We assist individuals and families in identifying actions needed to assist in ensuring their wealth is effectively transferred to the beneficiaries they desire, without unintended or unforeseen consequences. We will work closely with your legal counsel to help create an informed plan for your personal estate to help ensure maximum distribution and conservation to future generations.
*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
We bring together each branch not just for efficiency’s sake, but so you feel seen, supported, and prepared at every turn.
Because the best financial planning doesn’t come from a spreadsheet—it comes from a relationship that listens, adapts, and walks with you through what matters most.
Our investment process prioritizes long-term growth and risk alignment. Yes, we use diversified strategies. But more importantly, we listen to your goals and build around them.
What’s Included:
There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.
Personalized investment portfolios
Diversification and risk management ⓘ
Ongoing rebalancing and performance monitoring ⓘ
Goals-based portfolio construction
Tax Strategy and Planning
Tax planning is more than timing deductions — it’s a key part of preserving and growing your wealth. We partner with your tax advisor, providing guidance through strategic moves like Roth conversions, tax-efficient withdrawals, gain/loss harvesting, and more.
What’s Included:
Customized tax strategy
Roth IRA conversions
Investment tax optimization
Coordination with your CPA or tax preparer
Estate and Legacy Tax Planning
Your legacy deserves intention. Together with your legal counsel, we help clients structure their estates with clarity, compassion, and long-term vision — so your assets go where you want them to go, and your family is protected along the way.
What’s Included:
LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial. We also offer access to third party vendors that enable clients to create self-guided legal documents
Wills and trust coordination ⓘ
Powers of attorney and health directives
Title and beneficiary reviews
Multigenerational planning conversations
Business Owner and Succession Planning
We help business owners align their personal and professional finances, plan for smooth transitions, and ensure their life’s work supports long-term financial freedom.
What’s Included:
Business exit and succession strategies
Personal financial planning tied to business goals
Risk and liquidity analysis
Coordination with legal and tax professionals
Retirement Planning
Whether retirement is around the corner or still years away, we’ll help you build a strategy that is designed to evolve with you. We help you prepare for it with clarity, confidence, and a plan that reflects your lifestyle and priorities.
What’s Included:
Personalized retirement income planning
Social Security and Medicare strategy
Timing of withdrawals and tax-efficient distributions
Risk management and longevity planning
Philanthropy and Charitable Giving
For many of our clients, wealth is a tool for impact. Giving should feel just as intentional as saving. We’ll help you build a plan that reflects both your values and your vision.
What’s Included:
Charitable giving strategy and structure
Donor-advised funds and family foundations
Tax-efficient giving approaches
Alignment of giving with financial and legacy goals
From our first conversation to our ongoing reviews, our process seeks to be grounded in trust, simplicity, and clarity.
The 17 Mile Drive Client Journey
01. Intro Conversation
We start by getting to know you – your relationship with money and your life goals. No assumptions, no pressure.
02. Custom Financial Plan
We build a plan for you—even if you’re not sure you’ll become a client. We want to leave everyone better off than when we met.
03. Decision and Onboarding
If we’re a good fit—we move forward with intention. You meet our Client Service Associate, and we begin the setup process.
04. Regular Check-ins
Life moves fast. We stay in touch. Regular meetings help us adapt your plan over time.
We don’t just plan – we partner.
17 Mile Drive exists to be the trusted presence that helps people make informed financial decisions for the moments that matter most.
Whether you're approaching retirement, caring for aging parents, or just trying to make the right decision for your future, we're here to partner with you.
