Let’s See If We’re the Right Fit
Book a 20-Minute Retirement Fit Call with Our Team
👥 Who You’ll Be Talking With:
You’ll meet with one of our experience local advisors – part of a team with over 30 years of combined experience, including a CFP® Professional and ChFC®.
We’re based right here in Cody and we are committed to helping families and retirees feel confident about their finances.
Meet Your Advisors:
- Ben Payton, CFP®, ChFC®
Private Wealth Advisor | Specializes in retirement planning & small business financial strategies - Tim Mahieu
Private Wealth Advisor | Over 25 years of experience helping families and retirees in Wyoming.
Click here to see our full bios
✅ What You’ll Get from the Call:
- Answers to your key questions
- Clarity about where you are today
- Ideas for how we might help – or who else can
- Zero pressure to commit or sign anything
📅 Schedule Below:
📬 Don’t see a time that works?
Just email us or call us at (307) 586-2700 and we’ll find a time that fits.
🧭 Serving Cody, Powell, and the Big Horn Basin
- 30+ years of combined experience
- Credentialed CFP® and ChFC® Professional
- Locally owned and proudly independent
🟦 Schedule Your Fit Call Now
It’s just a quick conversation – no pressure, no commitment.
FAQs
What happens during the call?
It’s a short, no-pressure conversation to see if we’re a good fit and help you get some clarity.
What if I’m just exploring or unsure about working with someone?
That’s totally fine. This isn’t a sales pitch – just a chance to get some clarity and learn more about your options
Who will I meet with?
You’ll meet with one of our local advisors – part of a credentialed team based here in Cody. We’ll match you with someone based on your needs.
What kind of people do you usually work with?
We typically help families, retirees, and business owners in the Cody and Powell area – people looking for real advice, not a sales pitch.
Do I need to to bring anything?
Nope! Just bring your questions. If there’s anything you’d like to share, like an account statement or concern you’ve been thinking about, you’re welcome to – but it’s not required.
💬 Still thinking it over?
We’re always happy to answer questions – just email us or give us a call at (307) 586-2700.
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