Our Philosophy

One time my car wouldn’t start so I took it to a repair shop. The first shop I took it to got paid only for their work on the car. The more expensive and longer it took to complete the repairs, the more they made. The mechanic took a day to look the car over for free and told me I needed a new fuel pump, which would cost about $1000. My extremely wise wife suggested I get a second opinion. So, I took the car to a mechanic who charged a fee to diagnose the problem. I paid the $75 fee, and they looked it over, testing each part, each section, and each wire, and found it was a $15 relay that had gone out, not the fuel pump! They switched out the relay, and the car worked perfectly. Because I paid for the diagnostic, they were willing and able to take the time needed to find the real problem. The moral of the story is that if an advisor only gets paid if they sell you a managed portfolio or a financial product, all of their “diagnostics” or financial planning will recommend you buy their product or service.

Serving a mission after you retire is a dream and obligtion a lot of people want to accomplosh. Its too important to trust someone who will only get paid if you buy their product. You need someone who understands the process, the importance and isn't focused on selling you a managed portfolio, insurance product, or trying to gather your assets into one company. 

Trust someone who understands the importance of this life long dream, and isn't focused on the next sell.