Integrity & Compassion
The driving force behind how we take care of people.
We are an independent financial consulting firm with many years of experience helping people and companies establish and maintain their short-term and long-term financial goals. We have earned a reputation for taking complex financial situations and creating a plan to address the situation tax-efficiently while simplifying the language in a way for everyone involved to understand. We take pride and find great satisfaction in putting all the financial puzzle pieces together for our clients.
We hold ourselves to a high standard and don’t expect that our clients should do any different. For that reason, we hold both the Accredited Investment Fiduciary (AIF) and Certified Plan Fiduciary Advisor (CPFA) designations.
People often ask who is our ideal client; for us, the answer is simple. We work with people we like and treat people as humans, not as an account balance. With that guiding principle, we work with clients who appreciate the education, service, and professionalism we provide. In our experience, these are the people who benefit the most from our advice and who we enjoy working with. That’s why we don’t set asset minimums to determine if we should work together. Instead, we let your needs determine if it would be beneficial to work with us. We find that we have the most impact as the complexity of your situation increases.
As an independent firm, we are committed to offering complete objectivity and impartial advice.
We offer a full range of investment and financial services and have access to a wide array of solutions.
Our financial beginnings were humble but we were rich in family values. Our parents both had an entrepreneurial spirit, but circumstances primarily out of their control significantly diminished our family's ability to do more than scrape by financially. There were hard times, but they helped create some of our core values early on. We learned to appreciate the value of a dollar but that a person's worth is not based on their financial status. We also learned early in life that your word is your bond, and your character and integrity will shine through when all else fails, regardless of the situation. Growing up playing sports and working at young ages taught us determination and perseverance. We utilize those traits today when faced with a complex situation. We are not good at accepting the concept that something is not possible, and we take exhaustive measures to find a way to solve the needs of our clients. We have carried these core values throughout our personal lives and professional careers and have built a reputation for doing what is right. We are proud of our positive impact on the people and community around us.
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Our goal is your success. Below are some resources to help you have a successful financial future.
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"Financial freedom is available to those who learn about it and work for it."
- Robert Kiyosaki
"A good financial plan is a road map that shows us exactly how the choices we make today will affect our future."
- Alexa Von Tobeln
"Look before, or you’ll find yourself behind."
- Benjamin Franklin