Mission Statement

At our firm, we have the client—and only the client—in mind.

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

We understand the challenges families face today.Whether managing debt, saving for college, or planning for retirement, these personal financial challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals and dreams.

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

We work with individuals, families, and businesses to maximize their protection and long term wealth strategies. This unique planning system is based on a macro-economic model that focuses on your total financial picture. We help our clients achieve benefits in the area of wealth building, tax strategies, cost recovery and recapture strategies and improved protection management for a more enjoyable financial life and secure retirement. The advantage of working with our firm is independence. We have no pre-set agenda for a client's strategy and objectives. Instead, we help clients discover how to achieve their dreams and goals and live a financially balanced life. We work within a client's current cash flow world. Our goal is to build more wealth with no additional risk or additional out of pocket costs. We achieve these results by using protection strategies, tax strategies, investment and savings strategies, and cash flow strategies.