We believe in the value of comprehensive financial planning.
Financial planning involves the intelligent and strategic coordination of your insurance, investment, tax, retirement, asset protection and estate planning. Thorough and effective planning in each complex area is critical to your achieving long-term financial success and security.
We believe in the value of professional advice.
Every financial decision you make not will only affect your life and the lives of your immediate family members, but also the lives of future generations. That's why selecting the right financial advisor may be the single most important decision you make for your family's financial future.
We believe you should have only one financial advisor.
Would an airline pilot coming in for a landing want guidance from more than one airport traffic controller? Of course not. It would create confusion and jeopardize the safety of his landing. The same is true about working with multiple financial advisors; it creates confusion and could jeopardize your ability to meet your financial goals. Unless you feel qualified to decide between conflicting financial advice and make critical decisions about complex investment, insurance, tax and estate planning issues, don't put your financial future at risk by working with more than one financial advisor.
We believe in the importance of capital preservation and risk management.
The 2008 bear market was a harsh reminder that just one severe market decline can wipe out years of growth in your portfolio. That's why capital preservation and risk management are the cornerstone of every investment strategy we employ. As your financial advisor, job one will be to ensure that future declines in the stock market will never jeopardize your lifestyle, security or ability to meet your financial goals.