Our Philosophy

Our philosophy is simple. We want to get to know you in order to help you make the best decisions possible. You will see in my bio that I'm a retired Air Force pilot. Planning for flight is similar for planning for financial goals. What I've noticed though, is that people get planning confused with investing!

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress. From here, we will have regular meetings with you to assess the progress toward your goals and, when necessary, we will make adjustments to your financial plan.

If you didn't read the blog through the bold link above in the first paragraph - I encourage you to do so ... it explains, more fully, the concept of the difference between planning and investing, etc.

Because there are many factors that may change in your situation or the environment, it’s of the utmost importance to us to be proactive and knowledgeable in the financial industry. We are committed to staying up-to-date on relevant tax, estate and social security laws in order to provide you with the best financial advice possible.

Online retirement calculators are designed for generic circumstances. They are not customized for you. A wise adviser knows how to adjust calculations to fit your situation specifically. Getting to retirement is only half the journey. Getting through retirement is the other half.


Our Processes >>