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Our Mission



  • We partner with clients every step of the way – helping them make the right financial choices to help meet their goals, adjusting things as life changes, and coaching them with a continuous planning approach to help clients stay the course.
  • We must be outstanding listeners, gathering important facts while making clients feel both heard and understood.
  • We educate our clients and answer their questions, helping them understand important financial concepts, opportunities, and risks.
  • Throughout our relationship with our clients, we work to continually understand their complete financial picture.
  • Protecting income and lifestyle is foundational to financial independence during all stages of life: accumulation, distribution, and legacy.
  • Our process results in credible recommendations that consider expected cash flows, resources, and our clients’ goals.
  • We create an actionable plan with clear recommendations, guiding which solutions to implement both now and over time.
  • Our plan and recommendations help clients understand their next steps and track their progress.
  • Planning is continuous—as life changes, the financial plan changes as well.



  • We solve your risk-based needs first.
  • We will provide expert guidance to help develop your long-term investment strategy.
  • It’s important to create a strategy consistent with your risk tolerance, time horizon and goals.
  • In determining a diversification strategy using asset allocation to meet goals.
  • Professionally-created, quality investment portfolios should be designed to match your asset allocation strategy.
  • The use of rebalancing to remove emotion from decision making fortifies our clients' overall plans.
  • It is a priority to manage the impact of taxes and inflation.
  • The asset allocation should be evaluated relative to your long-term goals and benchmarks.
  • In helping you resist the temptation to change your strategy during up or down market movements.
  • It’s best to start early, invest regularly, and use dollar cost averaging.

All investments carry some level of risk, including loss of principal invested. No investment strategy can guarantee a profit or protect against loss. Financial Representatives do not render tax advice. Consult with a tax professional for tax advice that is specific to your situation.