Our Values Are Simple

eHard work is usually rewarded, so we work hard for our clients.

eThe herd is easily misled, so we dig deep beneath the surface to uncover the truth.

eThe future is uncertain, so we design flexibility into financial plans.

eWise investing is the balancing of risk and reward, so we diversify portfolios.

eFear is a destructive emotion, so we ask our clients to let us shoulder that burden with them.

eInflation is a fact of life, so we help our clients plan to live comfortably as long as they live.

Client Relationship Values

Life itself is like an endurance race – a marathon – not a sprint. We help pace our clients through the challenging phases of their personal, financial journey. We help them when they leave the working world, when they’ve lost a loved one, or when they simply decide it is their time to focus on the long run.

Client Relationship Goals

Life’s major events are like a series of individual races and the time in between is like the training a runner endures to be prepared when they happen.Our goal for our clients is to create strategies to help them stay focused, run well, achieve their goals, and finish strong.


There is no guarantee that a diversified portfolio will enhance overall returns or outperform a nondiversified portfolio. Diversification does not protect against market risk.


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