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Our Values


  • We believe that honesty and trustworthiness are the core of everything we do.
  • We believe that doing what’s right is paramount in every decision, interaction, and communication.
  • We always put our clients’ interests first, period.


  • We’re the premier resource and true experts in financial planning for educators, private clients, and retirement plans.
  • We provide insightful planning, delivering results in all aspects of our clients financial lives and undeniable value.
  • We constantly expand our knowledge and skills and apply lessons learned in working with all our clients.


  • We are dedicated to building the deepest relationships and providing the highest level of service, always meeting our commitments.
  • We are passionate leaders in our profession at local and national levels.
  • We are focused on continuous improvement and know that every day is an opportunity to improve.


  • We create deep, inclusive relationships where clients feel they’re heard, cared for, and truly important.
  • We serve all clients with an exceptional level of professionalism and expertise, regardless of their net worth or stage in life.
  • We empower our clients, meeting them where they are and partnering with them to ensure confidence and peace of mind.