Our philosophy is encompassed within our three word tag line: Principled, Stewardship, Preservation.
Principled – We define a principle as a pillar of wisdom that is always right, always relevant, and does not change. The counsel we provide is based on such standards that are between 2,000 and 6,000 years old. These time tested and proven methods provide a solid foundation for your finances that don’t change with the markets, interest rates, or the economy. We begin with these established principles, and then apply them using the latest financial tools and strategies available.
Stewardship – We work best with clients who share our values and view money as a tool , a trust, and a test. A tool in that money in and of itself is not the goal, but rather the life and ministry that money will allow for you, your family, and those around you. A trust in the sense that you are called to steward and manage the resources entrusted to you, realizing that they are only temporary and ultimately belong to another. And finally as a test because money reveals the heart and character of the person stewarding it!
Preservation – We are a protection minded firm. The counsel and advice we provide will always have a preservation bias. This is not to say we won’t make recommendations to invest and grow your money, but in our mind the return OF your principle is more important than the return ON your principle. If you are looking to double your money every 12 months, we might not be the firm for you. However, if you are looking for proven strategies to aid you in having the finances available to accomplish the life you desire, we are your firm.