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

Decoding Financial Advisor Designations

Decoding Financial Advsior Designations-1

Decoding Financial Advisor Designations

When selecting an advisor, you’ll likely encounter a lot of acronyms and abbreviations that seem to blend together. What do they all mean? What’s the difference, anyway?

According to the Securities and Exchange Commission (SEC), “a financial professional may use various titles whether or not he or she is registered or licensed with a regulatory authority.”¹ It’s important to know that titles like “Wealth manager,” “Financial planner,” and “Financial advisor” are marketing tools rather than professional qualifications.

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On Giving Tuesday -The Benefits of Charitable Lifetime Gifts

charity

Charitable Giving—Not Just for the Rich and Famous! 

Whether you are Bill Gates, Warren Buffet, or just an ordinary Joe, the gifting principles, tax benefits, and philanthropic rewards of charitable giving can be relatively the same, regardless of how large, or how small, your gifting program.

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Building a Business is Like Being a Parent -Part 2

Small Business Owner Retires

Don't Ignore Retirement Savings

In part 1 of this blog series we talked about how succession plan is especially important if you want your business to continue well beyond your career or your lifetime. It also matters if you need to monetize your investment by selling the business in future. The first step is to figure out what you want for and from your business in the long term.

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