Our Values
We place a premium on managing your assets so you can enjoy your life both now and in the future.
Finding your Zoë: AUTONOMY, SECURITY & GENEROSITY©
We’re in the business of helping our clients get a return on their lives, so we encourage them to invest in advice. Our commitment is to help our clients move to a place where they feel empowered, safe, and able to help others. The financial planning process we utilize assists our clients so they can enjoy the life God planned for them. We call it finding your Zoë.
AUTONOMY
Answer this question: “At the end of every pay-cycle, how different would your life be, if all of it was all yours?” For some, this kind of power (autonomy) has eluded them since their first summer job. Our financial planning process helps our clients:
SECURITY
It’s easy to believe that the life you envision starts at retirement—we disagree. Enjoying your life now and feeling financially secure is a goal worthy of your labor, regardless of when you arrive at this stage. Our process seeks to allow our clients to:
GENEROSITY©
This copyrighted process is designed for our clients who are passionate about their favored charities—and want to do more. GENEROSITY© positions assets in such a way that our clients maintain ownership and control while gifting the proceeds to those they trust.
We partner with those who desire to possess a life of fulfillment, wanting their assets to provide for the life they envision both now and in the future, and who value professional guidance along the way.
Articles
If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time. Many couples go through the same thought process and, in fact, one in four couples quit their jobs within a year of each other. But retirement is a decision that should be carefully thought out. Here are some things to consider when deciding whether to retire at the same time as...
No matter how you invest, you may have biases that are impacting your decisions. Are you affected by one of these common biases?
Not all investing apps are equal, and depending on your goals it may be better to work with a financial professional instead of an algorithm.
