Our Mission Statement

 

OUR MISSION:

Our mission is to increase retirement readiness for our clients as they embrace the responsibilities of success by creating, implementing, and monitoring financial strategies consistent with their core values.

OUR VISION:

To build a financial services firm and in conjunction with TD Ameritrade, offer the type of services that will be of value and trusted by clients and peers, contributing to the growth and development of our industry and the impact it has on clients, peers, and fellow small business owners. 

 

CORE VALUES:

Competency: We require the highest standards of proficiency in the industry from our staff.

Compensation: For accounts that qualify, we may use a fee-based model which allows you to receive objective advice that is in your best interests.  We will not accept commissions or 12b(1) fees. If the account calls for it (does not reach our account minimum) or the client prefers, we may use a commission based account.  All charges will be explained and discussed before the account is opened.

Client-Centered: We are committed to a fiduciary relationship that ensures your interest is always paramount.

Complete Disclosure: We provide a full, simple, and transparent disclosure and explanation of all fees and potential conflicts of interest.