In today's financial world, confusion and fear are normal. It is difficult to stay true to your original investment objectives.We believe in three simple rules of investing and then implement those rules into our clients' portfolio. In doing this we are dedicated to helping our clients discover and achieve their true purpose for money.
Your goals, objectives and concerns are always the starting point. From there we help you identify the biggest obstacles you face that will stop you from creating your financial dreams. We then use Nobel Prize winning research and philosophies to structure plans that meet your risk tolerance and accomplish your American Dream.
Our team is comprised of people with many years of investment and planning experience and the knowledge of where to get answers that we don't have. Our team is fully committed to and always acts with ethics and integrity in mind. You can count on unbiased recommendations and impartial guidance. You and your dreams are the reason we are in business. Your trust and success are the reason we stay in business.
Steve has been assisting individuals and families for over 40 years. He started his career as an advisor working successfully with high net worth individuals and business owners. Steve started by earning a bachelors degree in Financial and Estate Planning. He has lectured across the country on investment and complex estate planning concepts. Steve also taught the CFP preparation courses to help other planners achieve a higher level of professionalism.
Alisa has been the Executive Assistant in the business for several years. Alisa has experience with 2 other large national financial firms in the investment and life insurance arena. She is currently taking the exams necessary to become an Investment Advisor Representative herself and be able to help individuals reach their financial goals.