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Purpose and Values

We are a local  family business at the core.  Our children, grandchildren, and their future generations are a key part of how we measure our success.  Our desire is to share how you and your family can live a full life, and still leave a legacy just like we have been blessed to experience.

  • Happy-setting goals that align with your values and definition of what “happiness” means for you and your family
  • Carefree-knowing that you have a professional team of specialists that you can count on and a financial advisor that will manage your unique desires and goals
  • Financially Secure-we work with you at your pace to help you along the path of financial freedom to make an impact with your family, friends, and community

We say what we do and do what we say.

Our commitment:

  • We will maintain the highest standards of professional ethics and responsibility.
  • We will meet our deadlines and return calls within 24 hours.
  • We will be genuinely interested in your well-being.
  • We will work closely with you, your CPA and attorney, so that you can make informed decisions about your money.
  • We will develop a personalized Investment Plan for you.
  • Our advice will be prudent and appropriate, based on your objectives.
  • We will update your plan over time to maintain the asset allocation while remaining focused on your goals and objectives.
  • You hold the ultimate decision-making authority
  • We will maintain contact via phone and face-to-face progress meetings

We encourage your feedback, and if we don’t live up to your expectation, let us know so we can address the problem and improve our services.