Why We Believe in Our Work


One, our methodology is supported by significant and time-tested academic research.

Two, we have watched our clients attain their financial goals and meet their financial needs through our approach and guidance.

Three, we retain our clients. Maintaining long-term client relationships endorses our services and helps assure success for our clients.

Four, we have guided clients through numerous national and international economic “crises” and kept them on track through these very difficult financial periods.

Five, we have guided clients through unexpected personal financial “crises”.  Again, our approach and guidance have kept them on track to attaining their financial goals despite the unexpected financial issues.

Six, we meticulously scrutinize anyone who we let join our team. Integrity, commitment to our principles and experience supersede “selling skills” and fancy resumes.