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. How do we do that?
We begin by helping you get organized. Many people have a "financial junk drawer" that often leads to confusion and disfunction. A wise person wrote, "Be dliligent to know the state of your flocks, and attend to your herds; For riches are not forever, nor does a crown endure to all generations (Proverbs 27: 23,24)." One of the best things you can do to help your financial situation is to get organized. The Living Balance Sheet® provides a organization platform that is simple to understand and naturally leads to better financial decisions.
Second, we help you reasonably protect what you have earned. The more you acquire, the more you will need to protect your assets. We help you prevent having to pay twice for the things you have spent a life time acquiring. We believe in protecting your assets first, fully and forever.
Third, we will help you develop a balanced saving strategy. Some love to hoard their possessions for the future while others spend lavishly on their passions of the day. We teach a balanced approach. Proverbs 13:4 says, "He who gathers little by little makes it grow." It's hard to realize your financial goals without a saving strategy.
Fourth, we will help you develop a strategy to eliminate unwanted obligations. We'll explain the difference between debt and obligations. We'll show you how to use your obligations to your advantage using the time tested principles of good money management.
Finally, we will help you develop your own wise investment strategies that are simple to understand and position you in the best possible light. We teach concepts that lead you to seek a reasonable rate of return that are suitable for you and your stage in life.