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Our Mission Statement

Simply, to care competently.

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. Among the varied individuals and businesses we serve, we assist PUBLIC EMPLOYEES (Federal, State) and others (business owners and other private parties), serving their unique personal financial planning needs as an independent, multi-disciplinary financial planning firm.

Pursuit of the Great Outcomes of financial planning most often includes but is not limited to:

  1. Knowing that if a breadwinner dies prematurely that the financial future of the family or business will not be seriously or fatally compromised.
  2. Knowing that if a breadwinner is disabled that similar positive outcomes will be ensured.
  3. Knowing that one's posterity will be able to afford the best education for which they can actually qualify.
  4. Knowing that the present generation of the family can retire on its own time and its own terms.
  5. Knowing that the present generation will be able to contribute meaningfully to the care of their parents- on their own terms- AND knowing that if care is required in their own situation that they will not be a burden upon their children.
  6. Knowing that capital will continue to grow beyond the effects of inflation and their distribution of retirement income to leave a meaningful legacy to beneficiaries who are well prepared to handle the blessing wisely.
  7. Knowing that estate tax, or other contingencies that can be planned for, will not force an untimely sale of assets to meet current cash flow needs.