Independence

We are proud to acknowledge that we are not affiliated with (or in any way obligated to) any particular investment or insurance company. Our independence enables us to objectively look at all available options for our clients and select what we believe best fits their situation.


Integrity

Our relationships with our clients are vitally important to us. They compel us to act in a fiduciary manner in our planning recommendations so that we can be proud of the work we have done as we review it years down the road. We will only make recommendations that we believe provide value and benefit to our clients.


Long-Term Focus

Our clients benefit from our ability to help them look into the future and consider and plan for things they wouldn't otherwise think about. Our planning process centers around helping you clearly define your long term goals, expectations, and concerns and helping you navigate potential pitfalls before implementing an investment strategy. We also help you maintain an appropriate focus on your long-term outcomes when the noise of the short-term would try to distract you


Comprehensive

We have a broad range of experience in the areas of financial planning, investments, and insurance that aid us in properly implementing planning strategies throughout every phase of our clients lives. We also acknowledge that there are many other professional advisors that play key roles in our clients’ financial lives and have developed strong relationships with our external team of legal, accounting, banking, real estate, mortgage, insurance, and other professionals to assist our clients.