We serve families, pastors, executives, and business owners throughout the many financial stages of life. To provide the best possible service to our clients, we have guidelines of who we serve which are highlighted below. We are committed to serving our community whether you are starting out in life, in the middle, or have $10 Million in assets.
To work with us, you are ideally ...
- Happily Married or Single and Serious*
- Serious About Your Money*
- Friendly and Teachable
* Serious About Your Money means that you know a day will come when you will no longer be able to work and produce the income needed to support your family and/or lifestyle. This day might be tomorrow due to a disability or in “X” number of years when you retire. Being Serious means you are ready and willing to take action on the choices necessary to reach your future goals.