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Our Mission & Values

Mission

To partner with a small group of military veterans and put them on a long-term path to financial success, independence, security, enabling them to focus on their families and their careers.


Values

  • Loyalty: Our first duty is to our clients, their interests, and their privacy.  By limiting our number of clients, we are able to know them on a personal level, which leads to better long-term relationships and success.
  • Integrity: Honesty and candor form the basis of our client relationships.  In a world where many paths can lead to accomplishing a goal, we review options with objectivity and explain the reasoning behind our recommendations, allowing clients to make informed decisions. 
  • Simplicity: Complexity does not always lead to better outcomes.  Rather, complexity is a necessary evil of the financial world.  Our planning and coaching process is designed to keep plans as simple and straightforward as possible while helping you take control of their finances and build real wealth.
  • Education: We strive to teach our clients not just what to do, but why.  We want you to know the "why" behind our recommendations so you can take full ownership of YOUR plan rather than simply do what we tell you to do.