We passionately care about our clients' financial interests and doing what is right for them, their families, and/or their organization or company. We believe that truly getting to know what is important to clients and then overlaying strategic financial planning is critical to the success of any retirement, investment, and wealth management program.
We are a values-driven company and believe that a primary goal of wealth management is largely achieving financial security, and financial confidence for one's self, one's family, and, in a larger context, one's business and our community.
Our business is about educating, accessing resources, developing income solutions, evaluating tax considerations, and navigating the financial markets to provide enhanced lifetime financial outcomes. Bringing about more financially secure lives is a passion for us. We have no obligations to proprietary products.
Investment minimums for individual clients are $150,000 in investable assets and $3,000,000 for retirement plan and corporate clients.
We also have the ability to and may work with clients by means of a retainer or hourly fee.