Our Philosophy
We believe in challenging the wisdom of conventional thinking…Our financial models are thoughtfully designed, efficient and simple to understand…We help you:
1) Eliminate Losses
2) Protect & Grow Assets
3) Reduce Taxes
Independent
We’re a standalone company by design…not affiliated with any banks, brokerages or insurance companies. This allows us to offer holistic, comprehensive advice best suited to your situation without restriction or pressure to make certain recommendations.
Fiduciary
Unlike many advisors or financial salespeople who are affiliated with banks, brokerages or insurance companies we’re regulated solely as fiduciaries. This means we are ALWAYS required to act in YOUR best interest.
The TSR: A fiduciary approach to insurance company selection
Transparency
Our commitment to transparency ensures that each step of our work together is recorded and every document is easily accessible to you from start to finish. Our commitment to transparency is visible through a strong foundation of technology.
Technology
The right technology can make managing and organizing your retirement an easier process. When you partner with our company, you receive access to Generational Vault. Generational Vault is a modern, secure, cloud based online portal that allows you to view, organize, store and access your entire financial life through one access point 24/7. You can even leave a video message for your loved ones - sure to become a treasured keepsake.
Proactive vs Reactive
We look ahead to help you make SMARTER decisions today
Holistic & Comprehensive
Integrating STRATEGIC partners & sophisticated planning tools to provide a BROADER scope of services
Goals & Concerns
PRIORITIZING your biggest concerns & achieving your most important GOALS