Our Philosophy
Our goal is to achieve Financial Independence….
Being able to do what you want when you want to do it.
Financial Independence
Financial Independence is a powerful goal. For most of our clients, this goal is to obtain financial freedom from the constraints of having to work, either now or in the future, so that their income meets or exceeds their personal expenses each year. Our clients seek strategic wealth management to gain true freedom in life- to do what they want to do, when they want to do it, and with whom they want to do it.
Choices
Investing is a choice, a choice to exchange the use of money today so you can maintain or improve your future lifestyle. Investing begins with a goal, a reason, a purpose. At some point, you will make a choice, a conscious choice, to leave the workforce and become dependent on the performance and income-producing ability of your investment portfolio.
Success
We believe successful investing is contingent upon three primary areas: clearly defining the purpose for investing, establishing an achievable time horizon based upon the expected risk-adjusted returns of the investments, and what could be the most important factor – discipline on your part to adhere to the investment plan.
We believe that in order to achieve success, you must first commit to your goals using a well-defined process that helps maintain investment discipline; gain the required rates of return on your investments with the least amount of risk possible; in the most tax-efficient manner.