Our Mission Statement

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services and products to help you reach your goals.

Our mission is to help business owners and individuals hold on to their wealth, avoid paying more taxes than they should and avoid making financial mistakes that cost them time and money. We help them to pass on their businesses to the next generation so their family can enjoy the legacy they have built through hard work and sacrifice.  We accomplish this through our committment to help educate the business person with updated knowledge, strategies and changes which affect their financial well being. 

Support Role: 

Our planning also involves the support of other financial planning organizations which do not specialize in the areas which we do.  We work with Strategic Partners to help them expand the planning of their clients.  If you are a Property and Casualty Firm, a Benefit Firm, an Investment Firm, CPA, or Law Firm, we are excited to explain to you how we can help you with your clients problems and support your relationship with your client.  

Educational Role: 

If you own a company, or are in HR of a company, the educational branch of our group will help in the area of Workplace Education.  For more information, look under Services in this website. Our Workplace Financial Courses could be of value to help you in the eligibility of qualifying for ERISA AND PENSION ACT 2006 compliance.