6004 Westgate Boulevard
In today’s financial landscape, we often find advisers relying on general rules, giving cookie cutter advice, charging fees for little to no value, or lacking the consistent communication to stay abreast of their clients’ needs.
We always act in our clients best interest. Each and every investment is specifically chosen to improve your current position, match your risk tolerance, and reach your objectives. Knowing you have advisers looking out for only you, adds to the trust we build and peace of mind you enjoy.
We guide independently of big box ownership, corporate politics, preferred relationships, and complicated compensation. Unburdened by those restrictions, we have freedom to leverage relationships to provide you with the utmost benefit and advise with sincere integrity. You are the captain of your finances, and we are the crew working to accomplish your goals.
Truly learning your situation, goals, desires, and what’s most important to you will allow us to guide you confidently. This is more than a client-adviser relationship…this is a genuine partnership. When you succeed, we succeed. Consistent communication is key as your situation and needs continually evolve.
You work hard for your money, so your money should work hard for you. Growth is a necessary and common goal. With proper risk management and investment allocations your portfolio can, over time, climb to the levels you see fit.
Our goals can only be reached through a vehicle of a plan in which we must fervently believe, and upon which we must vigorously act. There is no other route to success.
- Pablo Picasso
Planning is bringing the future into the present so that you can do something about it now.
- Alan Lakein
It’s not always about getting snappy, flashy interest rates. It’s just as important to sustain what you’ve built. Nearing retirement and the effect of shorter time horizons can lead to a different view on the goal of your money.
"A good financial plan is a road map that shows us exactly how the choices we make today will affect our future."
- Alexa Von Tobeln
"A big part of financial freedom is having your heart and mind free from worry about the what-ifs of life."
- Suze Orman
There are several reasons to the disbursement of funds. It may be the need for a satisfactory monthly income, or being forced to take required minimum distributions, or leaving money behind for family and heirs when we are no longer here. There are strategies for each to maximize benefits, lower taxes, and leave lasting legacies.
An investment in knowledge pays the best interest.
- Benjamin Franklin
“It’s not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.”
- Robert Kiyosaki