Our Mission

Our only mission is to help you “Live Life Intentionally”, by achieving your financial and life goals in order for you to live your Ideal Life, the life you were meant to live.

We understand that every person has a unique vision of their Ideal Life.  We want to partner with you to become your Personal Financial Officer, helping to identify what you most value in life and defining the role money will play in your vision. 


Our Services


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Latest Blog Posts

How Long, the Coronavirus will Impact the US Economy

The reported effects of COVID-19, its official name, has caused us to want to know more facts-of-the-matter about the Coronavirus, rather than relying on the TV for commentary on how this is affecting the economy.  In choosing the name, the World Health Organization simply used the Co and Vi from coronavirus, with D meaning disease and 19 standing for 2019, the year the first cases were seen.

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The Fed's Surprise Rate Cut and A Little History

History suggests that equity investors should worry about more rate cuts.

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Why Do Less than Half of Us Get the Flu Shot?

And why would the majority of us not use a financial advisor?

It is almost impossible to predict when, how severe or for how long flu season will be from one year to the next. But the Center for Disease control has estimated that the economic impact of the flu is a staggering $87 billion each year, including:

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