Who We Are

The Mission That Drives Us

to educate parents on how they can leave a legacy of love and financial security for their children, no matter what.

The Vision That Guides Us

to earn and deserve the privilege and honor of being our clients’ trusted advisor, for life.

And the core values that will get us there:

  • Relationships

    To truly connect with our clients through the collaborative, cooperative, and coordinated effort of acting together in the common interests of the clients’ cause; to consistently build and employ the ability to work efficiently as a team.

  • Proactivity

    To uniquely anticipate and prepare for, intervene in, and control an expected occurrence or situation, especially a potentially negative or difficult one; to empower our clients to initiate change rather than merely reacting to events.

  • Service

    To actively seek opportunities to provide meaningful aid to our clients by developing and maintaining an organized system of policies, procedures, processes, and employees all designed to consistently anticipate and accommodate each client need while exceeding every client expectation.

  • Trust

    To inspire in clients a reliance on our integrity, honesty, strength, and ability; to earn the client’s confident expectation of our adherence to ethical principles, soundness of moral character, and honorable actions.

  • Innovation

    To foster the ability to transcend traditional ideas, rules, patterns, relationships, or the like, and to create meaningful new ideas, forms, methods, solutions, etc.; to consistently strive for originality, imagination, and progressiveness.

How We Are Different

Please click below to learn more about what sets us apart and why our clients love working with us so much.