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OUR VALUES

  • We believe that our client’s interest is our only interest.

  • We believe that honest, open communication is the only way to build long-lasting, productive relationships.

  • We believe that the best business model is based on relationships, not transactions.

  • We believe that emotional investing outside of a strategic investment plan is damaging to the creation of wealth.

  • We believe that volatility in the markets is unavoidable and expected; therefore, no one can predict the duration or magnitude of any market fluctuation. We ignore the voices that believe in market timing and overnight windfalls. We tune out the financial media because we believe they do not have your best interest in mind. 

  • We know that the rising and falling of the markets does not reflect the competency of the advisor. We’re empowered to stand by faith in the relentless long-term trajectory of the global equities markets.

  • We believe that time spent “in the market” is a far better strategy than “timing the market”, which is a colossal waste of time and resources.

  • We believe that the path to wealth is a marathon, not a sprint. Consistent investing, often called “dollar cost averaging,” is a proven strategy for wealth accumulation rather than waiting for a windfall.

  • We believe in creating and using budgets to help us know where our money goes instead of wondering where it went.

  • We believe every client deserves a personalized, individual financial plan that will serve them today and into their retirement years.

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