Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.
We strive to help clients invest in concert with their values, aligning their financial life with their spiritual beliefs. If your faith guides your life, we can create a plan that lets it guide your investing as well.
Our mission is to provide all our clients with personal, uncommon attention and care every step along the planning process. Steve helps clients in 3 key areas: 1) to invest in concert with their moral values. 2) to reduce their tax burden, both before and during retirement. and 3) to save real money instead of depreciating currencies.
It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.
As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.
Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards.
We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office.