Start with 2 questions- now we add 2 rules

Our Advisors' Approach

Our approach begins with two ground rules in order for us to be a good fit for our partners. 

1) We have to be truly certain that there is some area we can be of assistance

2) We have to be sure we can have a good working relationship with all stakeholders involved. 


We won't do business without being able to have great communication.

Often times we become a resource, connecting our partners with other professionals in different fields of expertise because we go beyond simple asset management. We not only dig into the business but also the health and well being of those you love since life is about more than just money. 


After discovering your goals, we have a conversation about how realistic they are, what steps would we need to take to help you reach them, and how we can help you stay on track. 


We know business owners are busy people by nature! We handle as many small items as we can through things like phone calls, emails, and text, but as people who grew up in a family business, we value those who still want to do business face to face.

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Helping you convert a lifetime of wealth to a life full of memories

No product or account goals to drive our recommendations.  Our advisors collect and match resources to our clients needs.  

COMPLETE

CUSTOMIZED

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Your life and financial plan are always going to be all about you! Each plan our advisors create is customized to your specific situation. 

COMPLETE

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Starting with your goals our advisors incorporate your risk tolerance, time horizon, asset allocation, cash flow needs, tax-efficiency*, Social Security analysis, and health care needs. 

COACHING

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 There is a power in the process we provide by helping to reduce the emotion and stress of financial planning and provide encouragement and execution of a plan.  Designed to help you learn the principles of sound financial management and guide you toward the progressive realization of your goals. 

About our advisors

MISSION

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 HELP OUR CLIENTS ANSWER TWO QUESTIONS. WHAT DO YOU WANT TO HAPPEN WHEN YOU RETIRE? WHAT DO YOU WANT TO HAPPEN WHEN YOU DIE? 

VISION

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TO HELP CREATE LIFE-CHANGING POSITIVE OUTCOMES FOR OUR CLIENTS. WE WANT OUR COMMUNITY TO SEE US AS A LEADING FINANCIAL SERVICES FIRM. 

PHILOSOPHY

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WE ARE STRONGER TOGETHER. WE ALIGN OURSELVES WITH THOSE OF SIMILAR VALUES - FAMILY, FAITH, SERVICE TO OTHERS,  EXCELLENCE AT WORK, AND ETHICS. WE PUT TECHNOLOGY TO WORK FOR OUR CLIENTS AND OURSELVES.