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Our Principles

The Principle of the Common Good

We firmly believe that the vast majority of people are highly ethical and moral citizens. We believe that honesty and loyalty have and will always prevail. Striving for a life with meaning, purpose, and moral and ethical values, is indeed working for the Common Good.

The Principle of Success

Success can mean many different things to many people and may include elements in finance, spirituality, family, and business. We believe success is the self-fulfillment and happiness generated in working toward the Common Good. Everyone leaves a legacy and working toward The Principle of the Common Good will bring forth many future successes.

The Principle of Financial Freedom

We believe money is important to secure one’s financial foundation. We want our clients to live beyond themselves but not beyond their means. We believe that the security of a comfortable retirement can be freedom itself with proper coaching. We also believe financial freedom can create one’s legacy for the Common Good.

The Principle of Advanced Wealth Management

We believe that our clients do not care how much we know until they know how much we care. We believe the foundation of our business is to listen to our clients and understand their hopes, dreams, and fears as we care about their lives and their families. We build foundations to protect, grow, and preserve wealth for them in a changing world. We believe successful wealth management is accomplished with loyalty between a client and a trusted advisor. We firmly believe that The Advanced Wealth Management Process™ is a partnership that is always accomplished in the best interest of our clients.

The Principle of Faith

We are bullish on America, its people, and its principles. We have been through wars, extreme market volatility, oil embargoes and spills, assassination attempts, continuous terrorist threats, and a multitude of major tax law changes. The world changes and it will not stop. We have stayed the course and will continue to do so. We believe that those with patience and a focus on long-term goals have been historically rewarded with the Principles of Success and Financial Freedom.

All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.