Mission and Values
Our mission is to work on your side as advisors, sorting through the maze of offerings from mutual funds, banks, brokers, and other investment providers for you to discover true value.
What sets us apart from other advisors, is that we take pride to go the extra mile for you. We do this by offering you referrals to other professionals such as CPA's, Estate Planning Attorney's, roofers, plumbers, and really anything that will make your life easier.
"It is wiser to find out than to suppose" – Mark Twain
It is our philosophy to ask questions. We want to know you and your values.
- What is important about money to you?
- Who in your life is important?
- What in your life is a priority financially; family, charity, health, fears, kids, work, travel plans, second home, hobbies, future plans?