Our Mission

To inspire the people we touch to do the right thing financially for themselves, their families and their businesses. We want people to feel comfortable with the financial decisions they make. We will educate and communicate to our clients, giving them confidence in our abilities to serve them.

It seems so simple, but yet it’s one of the hardest things for people to understand.

We work for you.

What does it mean to partner with an independent investment firm? Quite simply, we have no ties to any one particular company, service or product. That translates to allowing you to be our sole focus. From your initial meeting with us, we have no preconceived ideas of your financial wants and needs. We strive to provide you with solid answers to your concerns and problems.

When dealing with financial matters, it is always important to acknowledge your short-term and long-term goals. As an independent financial consulting firm, the opportunities for investments are boundless.

With our strategic partnership between J.W. Cole Financial, Inc. Member FINRA/SIPC (our full service Broker/Dealer) and National Financial Services (our financial custodian), we have access to over 9,000 individual mutual funds from 255 mutual fund families. In addition, we work with various investment companies that handle real estate investment trusts, international investing and insurance planning.

In exchange, we ask that you be diligent about following your financial plan so that your goals can be met. We will need to meet with you on a regular basis to review your investment portfolio, and make adjustments as needed. We host client events that may be educational (or for appreciation), and we ask that you participate in those. In short, we ask that you continue to be active in your investments and keep us up-to-date on any life changes that may occur. We have found that our best clients are those who stay informed and maintain regular contact with our team of professionals.

You have an opportunity to partner with professionals committed to creating a sense of personal fulfillment for you - and ourselves - through an attitude of mutual respect, genuine concern and a gracious sense of humor. As a result, we become family - it’s that simple.