INTEGRITY: OUR FOUNDATION
Integrity is the foundation of our Team. It is the most important of all our values. Integrity is the ultimate source of Value in a client relationship, and it demands collaboration and candor at all times. Integrity means we seek to be true to our values. We say what we do and we do what we say.
INDEPENDENCE: TREATING YOUR MONEY JUST LIKE OUR OWN
We are not captive to any single investment company, and we have access to all the financial tools and investment vehicles necessary for wide ranging customized strategies. We match your financial goals with strategies that recognize your values and dreams, regardless of our compensation.
COMPETENCE: KNOWLEDGE AND EXPERIENCE
Knowledge AND experience are crucial when navigating your financial future. Since 2002, we have been guiding generations of families and business owners towards their dreams. We hold several advanced industry designations, including the coveted CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant® designations. We love to learn and we never stop learning.
COMMITMENT: NAVIGATING THE JOURNEY TOGETHER
We’re committed to your financial independence! Our role is to navigate the journey together – through the volatility of the rough seas and the tranquility of calm waters, providing straight-forward, valued advice in all situations. We feel as much fulfillment in striving toward your financial goals as you do.
TEAMWORK: GREATER RESULTS AND EFFICIENCIES
Teamwork is the cooperative effort by all to seek a common goal – the pursuit of your financial independence. By utilizing the knowledge and skills of each member, we seek to manage greater results and efficiencies than any one individual alone. We are happy to work with other professionals in your life (i.e., CPAs, attorneys) to ensure all your financial plans come together as designed.
