Helping you achieve independent wealth.
We provide detailed financial planning and peace of mind.
Our advisors create strong relationships and we take pride in our commitment to clients, our independent ideas, our sound advice.
Our Core Values
Integrity:
We do the right thing even when no one is watching.
Client Focus:
We build long‐term relationships by delivering client focused advice, and we believe the client is better off as a result of our actions.
Accountability:
We take ownership of our actions and are accountable to each other for those actions.
Excellence:
We strive for excellence through continuous improvement and learning.
Balance:
We believe in the whole person concept maintaining the balance of client, family, community and faith.
We deliver by engaging our fee-based planning services:
- Financial plan, including setting up minimum reserves
- Step-By-step plan to eliminate debt. Plan for all debt
- Look at every type of insurance to find the best solution
- Asset allocation / money management
- Strategies to minimize taxes
- Regular client meetings to provide progress report
Individual?
Budgeting, Savings, College, Growing Your Wealth, Divorced, or Making Work Optional
