Our Company

Independence

Informed individuals look for professional advice. We are not owned by a bank, brokerage firm, or insurance company but are completely independent and management owned. We are a family owned business partnered with some of the largest financial services companies in the world. We believe that you will get the best of both worlds: financial strength and individualized personal attention.

Experience

We have 31 years of experience in helping individuals, families and businesses plan for their financial future. We have lived many “financial lives” and that experience is priceless in the financial arena. We believe that it is imperative that you work with competent people, people with experience navigating the ever changing tide of today’s complicated financial world.

Integrity

We establish relationships of trust with our clients. Integrity is difficult to define, impossible to measure, but easy to recognize and invaluable in a financial professional. We measure our integrity in the quality of our long-term relationships with our clients. We take pride in knowing that we have done the right thing for our clients. 

Full Disclosure

There are no hidden fees or expenses in the financial products we offer to our clients. We fully disclose all fees and costs that you may incur as a result of implementing a financial program with us. As an Accredited Investment Fiduciary (AIF®)  the standard of care we provide makes us unique.

Faith Based Advice

We recommend our clients make Biblically sound financial decisions with the money that has been entrusted to their care. We believe it is good to leave money to your children and grandchildren if it’s financially feasible. We believe excessive debt is not wise!

Accredited Investment Fiduciary (AIF®)

We are focused on helping our clients meet their unique investment needs by providing them access to choice, value and a fiduciary standard of care.