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Our Mission Statement

We help people define what financial freedom means to them, and then we help them realize it through clear thinking, current knowledge, and timeless integrity.

Our Business is People and Not Products

Our first job is to listen. We commit to thoroughly hear and understand your situation from all perspectives. This includes not only the numbers, but the emotions and affected relationships as well.

Our desire is that you will continue to learn and become better investors and managers of what you have been blessed with. We consider our role in this process to be teachers. We will do our best to help you understand all of the facets to each decision that you will make.

We count it a privilege to serve you!


A financial services firm is known for the quality of its service. Our firm's reputation reflects the high standards we demand of ourselves. Our firm's commitment is to maintain our high standards in practical and measurable ways.

It is extremely important to continually professionally educate ourselves to improve our technical expertise, financial knowledge and service to our clients. We will seek out the education that we need in order to offer the utmost in state of the art financial advice and guidance.

We will answer all of your questions, as they impact both your tax and financial situations. We welcome you to contact us anytime.