Our Core Beliefs

Creating your Financial Flight Plan

Determining your desired destination and charting the course of your financial flight plan is a challenging process. It is Bill's privilege to come from a family of engineers and pilots. Bill, having been surrounded by military and commercial pilots, aviation historians and those starting the NASA programs of Mercury, Gemini and Apollo, knows that one thing is never said prior to getting into an aircraft: “Let’s take off and hope for the best.” Every pilot flies a flight plan, inspects the aircraft and goes through a detailed checklist prior to departure.

Therefore, it is important that you are comfortable with those you entrust to help you in this journey. Our commitment is built around the highest degree of mutual trust, respect, integrity, skill and creativity. It is your plan! Not ours. Our relationships with clients have been built over many years to anticipate issues that may occur in their lifetime – our firm has planned for succession in order to see you to and more importantly through retirement.

Our goal is to be here when our clients need us.

This is best described by:

Financial Planning is focused on maximizing your wealth from a personal viewpoint; we focus on strategies to create more than you consume from a financial, emotional well- being, personal and spiritual perspective to help live a more balanced life.