We are passionate about our clients' financial interests . We believe that truly getting to know what is important to clients and then overlaying strategic financial planning is critical to the success of any retirement, investment, and wealth management program; doing what is right for them, their families, and/or their organization or company
We are a values-driven and goal based investment management firm who's mission is about improved life financial outcomes, achieving financial security and financial confidence for one's self, one's family, and, in a larger context, one's business and our community.
Ensuring more financially secure lives is a passion for us. As a private independent firm, we have no obligations to proprietary products. We have particular experience working decades for medical doctors, physicians and healthcare workers.
Investment minimums for individual clients are $250,000 in investable assets and $3,000,000 for retirement plans and corporate clients.
We also have the ability to work with clients by means of a retainer or hourly fee.