Mission

Our mission is to help as many people as we can in the middle class, upper middle class, and mass affluent work toward financial independence.

For the middle class, our mission is to help you work toward financial independence.

For the upper middle class, our mission is to help you work toward financial freedom, make a modest contribution to your church or charity, and leave some legacy for your children.

For the mass affluent, our mission is to help you maintain financial security, make meaningful contributions to the charities you support, and create generational wealth.

I am passionate about our mission. For too long, and for at least the last 30 years, the middle class has been assaulted with greater tax burdens, job offshoring along with a multitude of other ‘evolutions’ that have led to job insecurity, spiraling tuition costs making education largely unaffordable, and two 50% plus bear markets. No wonder it is so hard to get ahead. There is a process, however, to still work toward financial independence. My purpose is to help as many people as I possibly can develop and execute a plan that leads to prosperity and ultimately work toward financial freedom.
 

Values

Everyone has a hierarchy of values. Our firm’s collective values are:

  • Competence
  • Kindness
  • Diligence
  • Hard work and effectiveness

I can truthfully say that my entire staff and I work hard every single day to live these values. Our clients deserve nothing less.
 

Vision

Our vision is to do our part – as much as we possibly can, and to leave no stone unturned, to help you work toward financial independence and create generational wealth.

We hope to make a legitimate and lasting impact on you and your family’s financial security.

Let us show you the number of ways in which we encourage you, guide you, assist you, and help you work toward financial security.
 

Purpose

Our purpose starts with recognizing that life is hard. It's hard for everyone. Even when things are going well, we acknowledge that at some point we will all carry a heavy load and face daunting challenges. We sincerely want to help. Our purpose is to construct an effective financial plan for you, assist you in its implementation, manage your investments prudently and well, help you pursue financial independence, reach all of your financial goals, and ultimately work toward financial freedom.