Our Mission
"It is our mission to equip clients to steward their resources for the journey of life, to help anticipate and address the dynamic road ahead. We listen to what matters most to you and believe you are best served when we work hand in hand with your team of trusted advisors. We consider your dreams, your resources, and your risks in order to plan and progress toward your goals. This planning is diligent, deliberate and direct while evolving with you through the twists and turns of life. Mountain climbers pursue the crest of the mountain and yet anchor themselves with ropes and harnesses and ration their resources for the climb. The adventure is the goal, but the steward is her companion."
Our Vision
To provide premiere, comprehensive financial planning for business leaders and owners by integrating business plans with life goals. Whether clients are enjoying bull markets for their business or enduring critical moments in business planning, we listen and speak into the adventure. We have expertise and focus in business planning, employee benefits, insurance and investments so that we can address the full spectrum of financial needs as your advisor.
Our Approach
We spend time with our clients to understand your ideas and visions. We want to see what drives you. Do you want to focus on the growth of your business, or do you prefer to ensure that you are prepared for early retirement? Do you like to be in the middle of everything or do you desire someone to off-load specific matters? After getting to know you and understanding your goals, we work together to identify gaps between the goals and your current path. If there are gaps, we use your goals and our understanding of who you are to provide proposals that close the gaps. Should you entrust us as your partner and advisor, we'll stick with you to implement, maintain, and adjust those solutions as business and life changes.