Comprehensive investment planning to help achieve your goals.

We take the time to listen to our clients and their most important values. We know the work we do influences these things so we keep our mission in mind every day - helping our clients live the life they choose so they can pursue their most important goals.

Our planning process puts your needs first and draws on our team's experience. We create wealth management plans that focus on what you want to accomplish and coordinate with your other professional advisors to help keep your plan in step with your life.

Through regular meetings and communications, we keep you up-to-date on your progress toward your goals. As financial questions arise —and your circumstances change over time—we are here to offer guidance, trusted advice and the investment solutions to help you make the best decisions for you and your family.

 

Working with a CERTIFIED FINANCIAL PLANNERTM  (CFP®)

Dustin has earned his CERTIFIED FINANCIAL PLANNER™, or CFP® professional certification. To earn this designation he has demonstrated skill in analyzing and developing personal long-term financial strategies. He has completed hundreds of hours of rigorous financial planning courses and examinations. These courses are then followed by a 10- hour comprehensive examination administered according to the Certified Financial Planner Board of Standards.

Importance of Financial Planning with a CFP®

Working with a CFP® Professional to create a comprehensive plan tailored to meet your specific goals will help provide you with a clear picture of where you are financially and what steps and plans need to be put in place to provide you with confidence in your financial future

What you can expect from us

You can trust that we will consistently and responsibly perform all requested services and that we will be available when you need us.

We will:
  • Treat you with respect, honesty and dignity
  • Act as your advisor, putting your interests first
  • Strive to acquire a complete and accurate understanding of your goals, your tolerance for investment risk and your time frame
  • Explain the implications of the strategies we propose
  • Update you by email, mail and phone
  • Meet with you regularly to review your Financial Strategy Action Plan

What we can expect from you

Effective communication and mutual respect are essential to a successful relationship, so we expect:

                                   Trust                                 Complete disclosure
                                   Respect                             Honesty
                                   Sincerity                             Commitment

We expect you to understand that our recommendations are always based on your best interests. As our client, you need to know that all investment advice will be based on the information you provide to us. We expect you to participate enthusiastically in the investment planning process.

Mutual responsibilities

We believe working together is essential to effective investment planning. To this end, we both need to make your investment strategies a priority. We will agree to keep each other informed of any new developments that might affect these strategies.  We will agree to take the time to regularly review your Financial Strategy Action Plan. We will both be honest and forthcoming about your financial situation. We will work to develop mutual trust, respect and understanding.

Contact us to discuss your investment planning needs at 903.893.6644.