Your Journey starts here

  “Every person that comes in contact with us finds a better way”, our mission statement.  That may not necessarily be with our team, if there isn’t a “fit” with us we will help everyone find the right resources for their needs. 
  
Successful and sound pursuit of an enjoyable, and rewarding, long life requires more than hope. To achieve your financial objectives we must come up with the right answers; but first we must come up with the right questions.  Our first time together will be a discovery, an exploration, to listen and learn from you....your current situation, past experiences, challenges and obstacles. This time together will help us understand you and your unique standing.  At each step of our process the discussion will be held at a level of understanding that helps ensure your comfort and comprehension.   We will be there guiding you to your best days, and as importantly, there with you, for you, on your worst days.

  A financial plan should not be treated as a “one and done” printout and it certainly shouldn’t be treated as a plan to sell financial products.  Instead a financial plan should be continuity planning and treated as a dynamic living plan throughout an ever-evolving life…the life you have dreamed of.     

         
Retire with Purpose, Retire on Purpose.
You may spend more years in “retirement” than spent in your working years. We act as your guide, your Money $herpa, monitoring each step of “The Journey” as you then "Summit" and continue Life's path. We believe that Retirement is not the finish line, but instead a trail junction to new adventures.