Our mission states:
We lead people toward purposeful wealth through education and management so they can live at peace and give to make the community a more connected, vibrant place to live.
Depending on the day, different words leap out of that statement and make me think. Recently, the word education made itself prominent. I’ve watched many of our clients come through the door with varied stages of understanding and after spending time with Bill they leave with broader insight to what their accounts with us or with others have to offer, or don’t. We host seminars to help people become forward thinkers about planning for retirement and college or other investment topics. Book recommendations are made. Really, we want you to know all that you can! Our goal is to help fill in the gaps or provide all new information. That way there will be no more of what you don’t know, you WILL know!