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Our Mission & Beliefs | How We Work

There are no magic tricks. There are only so many tools, but the art and science is in knowing how to put the pieces together - The Strategy. Our goal is to develop a long-term, trusting relationship with you to develop and implement that strategy.

Our mission is to educate and consult with our clients to develop a shared understanding of:

  • All of the wealth building, protection, and distribution tools available to them
  • What they are best suited to accomplish
  • How they should be applied
  • When they shouldn't be applied
  • How all of them work together within the context of their own individual, family, and business picture

We believe:

  • In doing things the right way, and in the right order.
  • In focusing on the levers you control, cutting out the noise, and preparing for what you can't control.
  • That money is only good for what it adds to your life. And there is more to wealth than money. We prioritize what matters to you as a person, and we don't lose sight of how much cash flow you can access and use. Financial success is not about hitting an arbitrary net-worth high score.
  • In thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. 
  • That the 3 most important features of a strong financial plan are (1) Balance, (2), Prioritization, and (3) Flexibility.
  • That rules of thumb and generalities lack critical nuance, and that putting your best interest first requires customized planning. All of our energy, commitment, and efforts are focused on you, the client, and your wealth and financial success.

We insist on:

  • Doing what's right for our clients. For us, "the score takes care of itself" and we know that we will succeed when our clients are taken care of.
  • Absolute confidentiality. We recognize that we are dealing with sensitive information and treat anything clients tell us as confidential.
  • Customization. There is no place for one-size-fits-all and rules of thumb in your financial world.
  • Transparency and complete information. We present clients with alternative solutions, provide our recommendation, and explain why. We respect whatever decision the client makes, with no pressure.
  • Honesty, fairness, and integrity. We believe those who operate without integrity should not and will not last in this business. We never make recommendations to clients that we would not be willing to prescribe to ourselves if our we were in their situation.
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Our Team / Our Why

Our Team / Our Why

Years of experience have prepared us to guide you through your life transitions.

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Why We're Different

Why We're Different

We don't look at things quite like the mainstream.

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