Our Philosophy

Our Philosophy

Financial Independence

We view financial independence as attaining the necessary personal assets and income stream to support the life you want to live. Before making any recommendations, we take a comprehensive look at your total financial picture and then develop a plan to meet your objectives. We start by asking the following questions, what we call your “Three L’s”, to get you thinking about your goals in each of these areas:

 

 

Your Lifestyle

  • What do you like most about your current lifestyle?
  • Are there changes to your lifestyle that you would like to plan for?
  • Do you have aspirations for the future with hobbies, travel, or talents that you want to explore?

Your Loved Ones

  • Who are the people that you care most about?
  • Do you have financial goals you would like to accomplish for your loved ones, such as education funds for children or grandchildren, helping your child buy their first home, caring for special needs children, or other financial security goals?
  • Do you have financial issues that you would like to address with members of your family?

Your Legacy

  • How do you want to be remembered?
  • What planning items need to be secured so your legacy is passed on as you desire?


Once we have a clear picture of your goals we can begin the process of developing a comprehensive financial plan for you including an investment management strategy.

 

Investment Management

Our system for investment management involves a professional strategy to meet your specified investment goals and objectives. To learn more about our services, click here.