Meet the professionals who can help you

Pursue Your Goals

We guide individuals and families toward their ideal retirements.

Meet the professionals who can help you

Pursue Your Goals

Derek

Derek Bostian, CFP® Investment Adviser Representative

Derek believes there is no such thing as a one-size-fits-all approach to financial planning. As such, he focuses on helping clients develop unique financial plans to best help them achieve their retirement goals.

Derek got his start in financial services in 2008, serving financial advisors. After more than a decade, he knew the impact a market crash and correction could have on a family’s ability to retire. He knew there were opportunities and strategies for protecting families’ wealth against such circumstances. In 2015, he and partner Jason Rindskopf decided to take a leap of faith and start their own firm to better serve their clients’ interests. Today, Derek works with clients to ensure they understand why and how their money, investments and financial plans work to benefit them and their families.

Derek is a financial professional who can offer investment and insurance products and services. He graduated from the University of North Carolina at Charlotte with a bachelor’s degree in business and a concentration in risk management and insurance. He holds life and health insurance licenses and has the CERTIFIED FINANCIAL PLANNER™ designation.

When he’s not studying the markets or working with clients, he loves to spend time at home with his wife and two kids playing sports, riding bikes or just playing outside in the backyard. He’s an avid mountain biker, loves having an active lifestyle and is an assistant coach for his son’s T-ball team.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Jason

Jason Rindskopf, WMCP® Investment Adviser Representative

Jason began his career in retirement planning in 2005, just two years prior to the start of the financial crisis that devastated so many hardworking Americans between 2007 and 2009. This presented an early formative experience, exposing the vulnerability of relying on conventional financial guidance as individuals transition from their working years into their retirement years.

This experience shaped the subject matter of Jason’s first book, “Survive the Crash,” and helped establish the foundation of “The Two Waters Way” — a proprietary planning process designed to help retirees and soon-to-be retirees achieve three primary outcomes:

(1) Establish an income plan that can help you sustain your lifestyle in retirement.

(2) Build a cohesive investment and tax planning strategy to help preserve your hard-earned wealth without taking unnecessary risk.

(3) Insulate your plan with an asset protection strategy to help ensure you leave your family a gift, not a burden.

Jason is a registered Investment Adviser Representative and a Wealth Management Certified Professional®. The WMCP® designation focuses on goal-based financial planning, behavior management and the unique complexity of investment management, tax planning and advanced legacy planning for families.

He’s married to his amazing wife, Cory, also a business owner and entrepreneur. The two welcomed their first child, Jaxon (“Jax”), in February 2022.

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The Next Step?

For more information about how we may be able to assist or serve you, schedule a meeting today or register to attend an event.

Or give us a call at 704.275.2500.

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