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With Us It's About More Than Your Money

Mission, Values and Philosophy


We are the primary financial resource for our clients.

We are committed to improving the quality of our clients' lives and peace-of-mind through informed and intelligent financial advice.

Service is provided with uncompromising integrity, trust, and competence.


1Impeccable ethics 



4Maintaining professional competence through extensive continuing education 

5Exceeding client expectations 

6Putting clients first 

7Building financial security for owner and employees

8Having a good work environment and having employees feel valued and important 

9Having clients as primary source of new business 

10Entire firm being customer obsessed 

11Enjoying what we do and the clients we work with 

12Active Involvement with the local community and the financial planning profession


1An integrated approach to planning is vital to helping clients achieve their goals. 

2We strive to know our clients' desires and needs. We assist them in developing and implementing strategies to fulfill their financial goals. 

3We like and trust our clients and they feel the same about us. 

4We place great importance on professional competency.  We feel ongoing education is key. Industry affiliations and credentials strengthen this goal.

5Open retainers allow us to address client needs at a fair price to the client without concerns regarding hourly fees. 

6The firm does not accept referral fees or commissions in order to work exclusively for our clients and have their best interests at heart. 

7We provide competent and responsive service to our clients.