We provide detailed financial planning and peace of mind. Our advisors create strong relationships. We take pride in our commitment to clients, our independent ideas, our sound advice. Helping you achieve independent wealth.
OUR CORE VALUES
Integrity: We do the right thing even when no one is watching.
Client Focus: We build long‐term relationships by delivering client‐focused
advice, and we believe the client is better off as a result of our actions
Accountability: We take ownership of our actions and are accountable to
each other for those actions.
Excellence: We strive for excellence through continuous
improvement and learning.
Balance: We believe in the whole person concept –
maintaining the balance of client, family, community and
We deliver by engaging our fee-based planning services:
1. Financial plan, including setting up minimum reserves
2. Step-By-step plan to eliminate debt. Plan for all debt
3. Look at every type of insurance to find the best solution
4. Asset allocation / money management
5. Strategies to minimize taxes
6. Regular client meetings to provide progress report