Our Mission Statement

Our thoughts, words and actions should reflect an unwavering commitment to pursuing your goals.

Our mission is to help my clients work toward financial independence through planning. We want to spend time with clients to determine their goals and objectives, time horizon, risk tolerance, and help them make suitable financial decisions for their future. We want to build a long-term relationships and hold ourselves accountable to your goals.We aim to accomplish this through education, discernment, training, integrity, and regularly scheduled performance review's.

People who benefit the most from our services:

  • Have limited or no regular contact from their existing financial advisor.
  • Have no defined investment policy with their existing financial advisor. 
  • Have had limited or no discussion regarding: budget, estate planning, life & long term care insurance, and retirement income planning from their existing financial advisor.
  • Prefer to delegate the financial planning process to a professional.
  • Prefer to know how different investment strategies work, their pro's and con's and how their advisor is compensated. 
  • Prefer to select from investment and insurance strategies that are objective and non proprietary.
  • Prefer an advisor that schedules no less than two financial reviews a year.