Our Core Values
- Simplify complex issues.
- Listen with an empathetic ear.
- Have a thirst to learn, grow, adapt, & adjust.
- Consistently give our all.
- Over deliver on our service.
- Loyal to our client's goals.
- Make it fun!
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Our Value Proposition:
We believe that fee is only an issue in the absence of value. We will strive to add value to our client's lives by delivering an exceptional financial experience.
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Our Services Include:
Retirement Planning
Estate Planning
Group Benefits
Insurance Planning
Education Planning
Family Financial Planning
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Our Process:
Understanding that:
1) Every family's financial situation is different and deserves individual attention.
2) Many families need someone to guide them through life's financial journey.
We have developed a process that helps families during their working years plan for a successful retirement and families in retirement stay comfortably retired.
Our Process Includes:
- Fact Finding
- Plan Creation
- Consistent Communication
- Attention to Goals
- Plan Implementation
- Plan Review on a Continuous Basis
We understand that many firms fall short on the continuous review portion of this process, which we believe is one of our greatest strengths. We invite you to speak to our clients to learn about their experience with our firm.
Securities and Financial Planning Offered Through LPL Financial a Registered Investment Advisor