Broker Check


Retirement Planning with a Focus on
Generational  Wealth Management. 

When you're ready to elevate your financial planning services:

Schedule a Fit Meeting




Retirement Planning

Retirement Planning

From Pre-Retirement to Retired, our clients benefit from our propriatary process that addresses who you are, where you are and where you are going. That means you will receive a customized retirement plan that will be targeted for pursuing your financial goals. Click Below to Book a Meeting or call us anytime. 

Schedule Now
Generational Wealth Management

Generational Wealth Management

Your legacy is being written, even if you don't pick up the pen. Consider how wealth planning may benefit future generations. If you're interested in discussing wealth management or generational wealth management, click below to learn about our new client process, or call us anytime.

Are We a Fit?
Our Story

Our Story


Having served our community for nearly two decades, our team looks forward to meeting you and your family. We invite you to take the time to read our story and learn about our team.

Our Story

It's Time for an Elevated Perspective.

We strive to simplify your financial life and provide you the freedom to focus on your passions while being confident about your future.

Schedule a Consultation

Keagan Rushmore, MBA, is a locally associated Dave Ramsey SmartVestor Financial Professional.*

*Status as a SmartVestor Financial Professional does not imply a certain level of skill or training.


Before You Go:

Stay in the know.

Read OUr Blog

Have you had a chance to visit our blog?

We update it periodically to provide information to our friends and clients.

Please share the website as a resource to anyone that may benefit from reading it, and always book with a financial advisor before making any financial decisions. 

Stay Educated

Do Our Biases Affect Our Financial Choices?

Do Our Biases Affect Our Financial Choices?

Even the most seasoned investors have biases affecting their financial choices.
Learn More
Inflation & Your Money

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.
Learn More
How Will the Economy React to AI?

How Will the Economy React to AI?

What do concerns or uncertainty about AI mean for your future and your financial strategy?
Learn More

Ready to start your Journey? Contact the L2 Advisors team today.

Thank you!
Oops!

Do You Know These 4 Critical Social Security Facts?

In this ebook, we outline four important Social Security facts that every retiree should know and help you understand your benefits. Download yours today.



Thank you! Oops!