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Mission Statement

How We Work

My mission is to get to know you, understand your goals and your why.  I believe knowing what you want to accomplish and why you want to accomplish those goals is critical to help you stay the course in good times and bad.  I am the son of two school teachers, I own a business, I’m raising a family, I understand the challenges we all face in planning and achieving our dreams.  Being north of 50 years old and having been in this industry since 1991, I have seen terrorist attacks, real estate bubbles and crashes, stock market bubbles and crashes, pandemics, etc…  In the midst of all of that we each still want to live well, send our kids to college, retire comfortably, while leaving something for future generations.  I have attended client events such as baby showers, graduations, business openings, marriages, retirement parties, and funerals… many of these events I helped plan for months and years in advance.  So what is my Mission Statement, simply to help as many people as possible attain their goals.

My primary goal is to help as many people as possible attain their goals.

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