Advisors' reasons for becoming financial professionals are often deeply personal. In my case, I grew up hearing the phrase, "We don't have EXTRA money for that."  Don't we all wish we could have a source of "EXTRA" money?  As I grew older, I learned that being efficient, effective and deliberate about the use of money was a more sustainable approach than hoping for "EXTRA" money to magically appear.  My important financial decisions have been influenced by that early life lesson ever since.

Money, or wealth, is merely the tool by which we obtain the goods and services that make our lives livable, whether they be for essential items like food, housing and clothing, or for discretionary items like vacation homes, new cars, exotic trips...and motorcycles.

I've also learned that most people are really good at their respective professions.  However, many are less skilled at effectively managing the proceeds from their employment or business efforts.  That's where a qualified financial advisor can add great value to their clients' financial decision-making.

We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help our clients better prepare for the future. After years in the financial advisory business, we firmly believe that clients who are informed about the impact of their financial choices will likely choose a path that meets their needs.  Similarly, we believe that those without that information are less likely to choose as wisely.

Client education is, therefore, the cornerstone of what we do for our clients.  We have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance theories and use those concepts to pursue their financial objectives. Contact us to experience the difference that approach makes.

Let us help you "Build Your Own OPEN ROAD!"

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