Our Mission Statement
To create the environment where people can reach their personal and financial goals. Our mission and values include exceeding our client’s every expectation. Look below to discover our Core Values and investment philosophy and see how we stand apart from the rest. Call us today to find out how we can suggest long- and short-term strategies that will help you realize your financial dreams.
The 3 Pillars of a
Sound Financial Structure
This is money you, our client, need to have access to. We do this so our clients don’t fall victim to credit card debt. Use 6 months of your monthly expenses as your goal.
The Goal: Full Liquidity
- Checking (1 Month)
- Savings Account (2 Months)
- Cash Value Life Insurance (3 Months)
Guaranty Fixed Income For Life (Multiple Streams of Income)
This is our client’s money that they can safely know will be there every month for the rest of their lives. This allows you the client to confidently budget each month guaranteed.
The Goal: Income
- Establishing pension like income
- Protect assets from Medicaid and Medicare spend down
- Protect it from market fluctuation
The Goal: Protection from loss of income
- Protection against Long Term Care
- Protection against chronic illness, critical illness, cancer, stroke, and heart attack
- Maximizing pension options
- Replace lost Social Security
- To help offset income taxes left from qualified funds to your beneficiaries