Broker Check

MISSION, VISION & CORE VALUES

OUR MISSION:

Our mission is to increase retirement readiness for our clients as they embrace the responsibilities of success by creating, implementing, and monitoring financial strategies consistent with their core values.

OUR VISION:

To build a model Wealth Management firm that is valued and trusted by clients and peers, contributing to the growth and development of our industry and the impact it has on clients, peers, and fellow small business owners. 

CORE VALUES:

Competency: We require the highest standards of proficiency in the industry from our staff.

Comprehensive: We practice a holistic, results-orient approach to designing and servicing your retirement plan.

Compensation: We use a Fee-transparency model to facilitate your receiving objective advice that is in your best interests. We will hire service providers and vendors solely based on their abilities and price, and will not accept hidden commissions, kick-backs, soft-dollars, or quid pro quos. 

Client-Centered: We are committed to a fiduciary relationship that ensures your interest is always paramount.

Complete Disclosure: We provide a full, simple, and transparent disclosure and explanation of all fees and potential conflicts of interest.