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.

The Summit

The view from the top is the most unobstructed view you will find. This is your time to begin imagining life after retirement and communicate those dreams to your financial advisor. You've reached the Summit and that is a huge accomplishment in itself. But you still have a descent ahead, and the path you take down should be based on your unique goals and dreams.

Close view of man at top of mountain looking down at sunset.

The Descent

One mistake an experienced climber never makes is neglecting the threat that the descent poses. After all, reaching the summit is only the half-way point. It's in this stage that immediate and unexpected crises will arise - disability, long-term care, health concerns, just to name a few possibilities. These obstacles will require you to make adjustments to your approach and your plan as needed.

Man with hat and backpack squatting down in the mountains looking at a map.

The Hike

At some point in your descent, you will notice that the ground begins to flatten out a bit. The danger of a cliff around every corner dissipates and you can begin to focus a bit more on progress, rather than survival. During the Hike, it's vital to track the progress of your downward descent. And a big part of that is monitoring how fluctuating external factors are affecting your plan.

Large fallen tree represent how fluctuating external factors are affecting your plan.

Strategize the Approach

This is not a one-size-fits-all approach. You have worked hard to build during your working years. We strive to help you make your money work. Whether you choose to retire early, start a second career (because you want to), or go further, we will coordinate a plan for you.

Man wearing a scarf and sweater laying on the grass covered in fall leaves.

Understand Your Goals

Retirement today takes on a whole different look than decades ago. Today, many people what to know “if” they can retire, not just “when”. Today’s retirees are presented with many options on how to spend their “golden” years. We work with you to set goals and generate the income and lifestyle you desire.

Retired couple sitting on a park bench after a bike ride.

You want to insure that your lifetime efforts are strategically positioned. Now in the wealth distribution phase, seniors who find themselves with substantial net worth holding in liquid assets, such as real estate and closely-held businesses, will find that estate taxes can significantly deplete their estate.

Let us help you implement a plan to maintain and pass on your legacy for generations to come.

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