HOLISTIC WEALTH MANAGEMENT FOR A PROSPEROUS FUTURE
Your Dreams, Our Mission
We are a community of dedicated financial professionals committed to the belief that everyone should have the freedom to pursue their own goals. We focus on providing the resources and relationships to support the needs and objectives of the clients we serve. It begins and ends with our Committed Benevolent Interest in others. Creating true wealth that goes beyond the numbers.
Mission Statement
The most important person in our organization is you.
Our Motto
The more you do for others, the more you do for you.
Vision Statement
Cultivate a community based on CBI for all, family members, clients, associates, independent financial professionals, tax professionals, and financial institutions, to enjoy unmatched culture amplified by timely support, effective resources, and powerful technology to achieve the highest level of success you can imagine.
Holistic Wealth Management
We use a “holistic approach” to wealth management. Our systems, procedures and techniques have been refined by years of experience help making us an efficient and productive wealth management company.We Are:
- Consultants Not Dictators - We take a consultative approach looking at your entire financial picture. Then, we develop a plan to help you get to where you want to go.
- Committed - We are committed to providing you with the finest in wealth management and financial planning services. We are free to work with you in a way that helps to meet your needs and desires.
- Understanding - We understand that wealth management is a process, not a product. As such, you receive ongoing money-mentoring and coaching. We are there when you need us.
- Educated - We attend a minimum of thirty hours of classroom education each year, over twice the industry average. We do this for one reason only… to better serve you with the latest in products, services, and tax strategies.
- Independent Products - We do not offer any proprietary products, we can choose from literally thousands of products in the financial services industry. The only caveat is that the products or services meet your needs and desires.
- Technology - View your account statements, account values, holdings, and transaction histories online. Use the online Client Vault to store all of your important documents, i.e. wills, trusts, tax returns, account statements all in one place.
We believe that before investments and products ever come into play, we must establish a relationship. As such, we believe a financial professional should listen before acting, reduce your stress, and provide ongoing consultations and adjustments.
Achieving your goals allows you peace of mind to be actualized and your stress is minimized. You are free to live with less stress and more enjoyment.
Our approach includes:
- Identifying Your Destination & Goals
- Inventory Current Resources
- Identify Resource Shortages
- Review Itinerary (How to Get There)
- Begin Your Journey (Activate the Plan)
- Monitor Your Progress (Optimize to Achieve Goals)
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