Building a Bridge for Your Financial Dreams
Xtramile Financial Group specializes in navigating and helping to optimize the full-service financial needs of business owners, high-net-worth individuals and retirees. We don’t just offer the basics—we quarterback a team of professionals who go the Xtramile seeking to create winning game plans for every aspect of your financial future. See Our StoryOur Comprehensive Capabilities
We provide a full spectrum of coordinated financial services to help you navigate the complex challenges that demand comprehensive and strategic solutions. We also understand the importance of providing independent guidance that always puts you first. Our approach to comprehensive financial advice seeks to ensure that all aspects of your personal and business life are considered and aligned with your overall objectives, offering a well-rounded approach to managing and growing your business and personal wealth. That is why we collaborate with Mariner and leverage a team of experienced financial professionals to help meet your needs for asset management, business planning, financial planning, estate and retirement planning, risk management and more.
Clear Air Turbulence or an Ugly Lasting Storm? Hold your Ground!
2025 has simply been boring and status quo, right? There’s not much going on in the world or in the headlines. Not! We want to make sure you are awake as you start to read this. As we anticipated, the amount of news flowing out of Washington on the policy front this...
Economic Outlook: Initial Take on Trump’s Four Buckets
I feel better about some of my past economic calls that haven’t panned out. Theodore Roosevelt’s quote—“The only man who never makes a mistake is the man who never does anything”—gives me some degree of solace. My mistakes show that I am at least willing to make a...
Santa Hit Some Air Turbulence at Year-End. Time for a Rest? Buckle Up!
“The greatest danger in times of turbulence is not the turbulence; it is to act with yesterday’s logic.” — World-renowned management consultant and author Peter Drucker From an investment return standpoint, 2024 was virtually a replay of 2023. Specifically, the...