We are a community that is 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
To help our family, our friends, and ourselves truly live in ABUNDANCE by focusing on the LOVE in all of our financial decisions.

Our Motto
Life is too short to worry about money!

Vision Statement
We build balanced and confident financial stewards, and support healthy philanthropic families.

We use a “holistic approach” to wealth management. Our systems, procedures and techniques have been refined by years of experience, helping make 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.

We Provide:

• 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, and account statements all in one place.