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 help you with your wealth management planning that focuses on what you want to accomplish and coordinate with your other professional advisors to help keep your plan in step with your life.
Through 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.
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.
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
Effective communication and mutual respect are essential to a successful relationship, so we expect: