Our Vision

A recent study concluded that most people spend more time planning their annual vacation where they spend two to three weeks than they spend planning their retirement where they will spend the rest of their lives.

-Business Insider, June 2014

Our Vision is an educated clientele that has a sense of comfort and security that they will attain their retirement, financial and estate goals.

Our vision is created through the ongoing application of our wealth navigation system.  Our values provide a moral compass to direct our actions in both good times and bad.  Our Values are as follows:

  • We provide clients with a clearly articulated financial & retirement plan that is objective, impartial and complete, allowing clients to make informed decisions with unbiased advice.
  • We conduct ourselves with the highest level of integrity and place clients’ interests above our own at all times.
  • We will remain free to make recommendations free of any obligation to provide any product or service from any supplier.

Our Mission is to help clients and their families establish a framework for making informed, inspired decisions about their future.

This is accomplished by creating a comprehensive financial roadmap tailored to your unique situation and establishing and maintaining a series of regular reviews to assure the desired goals are attained.  By creating a structured plan and receiving on-going advice towards attainment of that plan allows you a better opportunity to:

  • Accumulate greater wealth through better savings behaviors
  • Build towards a more comfortable retirement
  • Select more tax-efficient wealth accumulation vehicles
  • Maintain a long-term financial strategy
  • Protect against poor financial decisions
  • Avoid emotional investment habits.

These benefits are demonstrated in a variety of manners, including having a greater sense of control of your finances as well as piece of mind and confidence in your future.

Link to Value of Advice

rotary-int

At all times we will live by the Rotary Four Way Test. Of all the things we think, say or do:

  • Is it the TRUTH?
  • Is it FAIR to all concerned?
  • Will it build GOODWILL and BETTER FRIENDSHIPS?
  • Will it be BENEFICIAL to all concerned?