Our Commitment

 
  • It’s A Matter of Professional Trust
  • Selecting a financial adviser is not an easy decision. It's a matter of commitment and trust ... professional trust.
  • Typically, a person can tell within the first few minutes of meeting someone if that person is someone they want to work with. We truly believe this and would enjoy having that conversation with you.

WHAT MAKES US DIFFERENT

  • We work for you under a Client Objectives Based Contract; in order of your priorities.
  • We have a unique philosophy - one of being a "financial partner" with and for our clients.
  • We take a team approach that includes a host of resources all focused to help ensure the best information and decision making available.
  • We enjoy working with our client's other existing advisors and have developed tools specifically to help that process for the benefit of our clients.
  • We encourage and help the communication process with the whole family or company as directed by our clients.

CORE VALUES

  • Seek relationships not transactions.
  • Build client relationships on confidentiality, trust, and performance.
  • Do what is right, and is in the client's best interest.
  • Strengthen families through a multi-generational approach to investing and estate planning.
  • Match money to life purpose. Money is a tool.

STANDARDS AND GOALS

  • Be bright, be brief, and be gone. A client's time is precious.
  • Be on time, deliver on promises, and finish what is started.
  • Listen intently, communicate clearly, and suggest thoughtful solutions and implementation strategies.
  • Help clients automate, delegate, and simplify their financial lives. Attend to the details.