Mission Statement

Our Mission is Good Stewardship.  Our role is to encourage individuals, families and organizations to become good stewards by becoming more proactive in addressing the key areas of their financial world.  Everyone has a plan whether they acknowledge it or not.  A proactive plan is designed to meet the personal goals and objectives which are the most meaningful to individuals and their family.  The alternative plan is “no plan” in which the direction is uncertain with the likelihood of more unexpected outcomes and often detrimental with respect to what is truly important to the individual. 

Most everyone has investments, perhaps a retirement plan, and some life insurance. Many individuals are overburdened with debt. Some people have disability insurance or long term care insurance.  Few people have adequate liability insurance and even fewer individuals have an updated will or estate plan.

Think about it. What are your priorities?  Your calendar and checkbook will reveal what is truly important to you.  The question is whether you are, financially, being proactive or are you only reacting to the events and situations around you?

We would like to help.  If you would like to explore how you can better align your financial plans with your values and long term goals for you and your family, please contact us.