Our mission is to guide our clients to successful investing, resulting from careful planning, emotional discipline and the use of asset allocation. We strive to provide quality service, to work with you as your trusted advisor, and to use our knowledge and expertise to create value. We cultivate relationships based on trust and long term perspective.
Philip and Barbara consider themselves Personal Chief Financial Officer's (CFO) for their clients. Our goal is to assist our clients in focusing on essential financial considerations by developing and implementing sound financial strategies. As personal CFO's, we use our specialized knowledge, experience, and resources to identify important financial matters, review reliable options, and if required, assemble experts to assist with implementing strategies and solutions.