Your Goals & Values for Your Money Define Our Mission
Your Goals…Your Values…Your Money…Your Way
Why Should You Work With Us?
✓ Your financial concerns are our concerns — We take them seriously, regardless of account size. We’ve never had account minimums and never will. We also believe that financial planning is the best way to analyze issues in you financial life and develop solutions that make the most sense for you.
✓ We live our motto: “Your Goals … Your Values … Your Money … Your Way” — We take the time to really hear and understand what you want and need and why certain things are important to you. The result: cost-effective strategies you can understand, agree with, and execute confidently.
✓ Common sense advice that’s easy to understand — We offer straight answers in plain English that are presented to you in ways you best understand the information. We’re not out to impress you with fancy words and glitzy presentations – just recommendations that help.
✓ Independence — We work for your goals and needs, not to make corporate sales quotas. Being independent, there are virtually no limits on the tools we can bring to bear in solving your financial issues.
✓ Convenience — Your schedule makes our schedule. Evening and weekend appointments are readily available. We return all phone messages the same day if possible, even if we’re out of town.
✓ We honor those who serve — The men and women who serve, protect, teach, and care for us provide some of the most critical services we have at some of the lowest salaries in our economy. We honor their service by offering 20% discounts on financial planning for military veterans (includes active duty, reserve, and national guard), policemen, firemen/EMTs, government employees, clergy, and educators.