About Us

Our Primary Purpose

Through tailored and timely financial and investment advice, our goal is to help clients succeed financially and work toward their life goals. Whether you’re in the early stages of building wealth or facing complex retirement- or estate-planning choices later in life, we’re ready and equipped to help you make decisions for your future.

Our Clients

Our clients are busy people, involved in their businesses, raising their families, active in their churches and causes they care about, engaged in various sports, hobbies and other interests.

Most of them have earned their wealth. They may be concerned about preserving and growing it safely into and throughout their retirement. I believe they want an advisor who can help them develop an investment plan that actively seeks to protect their capital and gives them confidence that their long-term needs will be covered.

Some know they need help to avoid the mistakes they’ve made over the last decade. They may have thought they were doing the right thing—trying to match high performance numbers or simply holding on through market ups and downs. They may have let their emotions or hot ideas from the latest guru get in the way of making good decisions. Now, I believe they are ready to turn over the day-to-day management of their investments to someone they trust, who combines an analytical, academic approach with years of practical experience, rather than try to guess where things are going.

As they approach retirement, most clients may be concerned about creating a dependable and sustainable income stream that provides sufficient cash flow to meet their retirement living needs as well as a cushion from market volatility.

Finally, most of our clients have a strong sense of stewardship and a sincere desire to do the best they can with the resources they have been given. I believe they want the help of an advisor who understands their perspective and motivation, and can guide them in making good decisions to provide for themselves and their families as well as for people and organizations they care about.

Knowledge is power.

It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

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