Our mission is to increase our client’s prosperity through the ethical application and complete integration of proven techniques of tax avoidance, wealth development and risk reduction. Together we provide our clients total financial services including investments, tax planning, and insurance.

We believe that while it is important to choose investments and financial strategies with a history of good rates of return, it is just as important to look at an investment’s performance in a year with a market downturn. We teach clients that to get the best return, their portfolios cannot go backwards. We only recommend investments with well-defined sell strategies that we believe will weather market downturns efficiently. The bottom line: We try to avoid loss whenever possible.