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ABOUT OUR FIRM

MISSION STATEMENT

It is our mission to provide world class financial planning and portfolio management services to help the families we serve  Get On Track™ and Stay On Track™ to reach their goals. We hold ourselves to the values of independence, objectivity & a fiduciary duty. We will always put your interests ahead of our own and all others. We strive to deliver our service with a no-nonsense approach & in straightforward understandable language.

CORE VALUES

EDUCATION:

We believe in making your finances understandable. We will educate you to the extent you would like to be about  your finances. We will use understandable terms, a reasonable pace, and provide real-life examples where possible. We will also provide opportunities for the general public to improve their financial literacy through classes and community presentations. Additionally, we believe in the continued educational enhancement of our staff members and advisors through continuing education and professional advancement opportunities. 

COMMUNICATION:

We believe in continuous beneficial communication with the families we serve.  We will achieve this through frequent newsletters, email communications, topical announcements and accessibility of our staff. We will strive to return all phone calls or messages as soon as possible, using the advantages of today’s mobile technologies to do so. 

ACCESSIBILITY:

We believe that you  have the expectation of the availability of our advisors and office staff. We will make every effort to perform to the  best expectations of the families we serve and make our office hours and locations convenient to you.  We believe that you have the expectation to have the most knowledgeable person serve their particular area, and we will make certain that the families we serve work with various subject matter experts when and where appropriate.

INTEGRITY:

We believe that honesty and integrity is important in all that we do. We trust that if we do the right thing, we will get the right results. To that end, we will always utilize the services of independent custodians that provide an important and needed “check and balance” on the services we provide. We will be straightforward with you if errors are made, and strive to refine our processes as we learn from errors. We will do what we say we will do.

PASSION:

We believe that our advisors and office staff truly have a passion for helping others with their finances. To that end, we will provide a fun and supportive work environment that encourages individual growth and development, along with world class service for the families we serve. We will never forget that without the families we serve, our work is meaningless and that they deserve our commitment to their success.