We take a comprehensive approach to wealth management with all of our clients. Wealth consists of investments, liability management, risk management (through insurance and other asset protection strategies), and trust, estate investment planning and fiduciary services. Our clients look to us for input and advice on all aspects of wealth management. We bring our education, advanced training and commitment to ongoing professional development as well as over 50 years of collective experience practicing wealth management with care, skill and caution. Our senior member, Terry, has over 35 years of experience being a trusted advisor and Brandon is a CERTIFIED FINANCIAL PLANNER™. With two former college athletes, our team brings the same level of commitment, drive, discipline and focus that we had on the court to every client relationship.
Our process always begins by listening to our clients. We listen to understand their past experiences, current situation and aspirations for the future. With the information clients share with us we go to work. We study, test, analyze, model and develop customized solutions and strategies to help them meet their goals and objectives. Then we explain our recommendations in plain, simple English with no technical jargon. With our client's permission we implement our recommendations in an independent, objective, unbiased and cost-effective manner. Then we follow and evaluate the progress of the client's plans and we will make adjustments when there are material changes in the markets, tax laws or the lives of our clients.