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Our Mission, Vision, & Values

Mission Statement

"To make a positive difference in the lives of our clients and their families."

How is this mission fulfilled?

We offer customized financial planning services and wealth management strategies to help implement our clients' personal, financial and retirement goals. 

For over 30 years, we have had the privilege in making a positive difference in the lives of our clients and their families.  This has been accomplished by living out our vision and implementing our values and principles.

Vision

  1. Continue bringing our clients financial success by becoming their trusted advisor & objective guide.
  2. Increase our growth by helping clients preserve their net worth while maintaining quality of life.
  3. Be superior to other financial firms by providing an objective approach to investing and a personalized approach to retirement planning.
  4. Build on our expertise through continuing education adding to over 100 years of combined experience.
  5. Bring individualized solutions to add objective guidance to our clients' financial life concerns.

Values & Principles

  1. We aspire to build and maintain life-long client relationships.
  2. We conduct business with the highest ethical standards, adhering to CFP® fiduciary requirements.
  3. We aim to become trusted advisors and partners with our clients.
  4. We seek to make a positive difference in the lives of our clients and their families.
  5. We build on our knowledge base by educating ourselves through our required continuing education.