No two destinations for financial freedom are the same, so the path to getting there shouldn't be. This is why we don't offer financial plans that are one-size-fits-all but ones that fit our clients' individual needs. With the right plan, you can feel confident that your investments will move in the right direction towards your goals.
I'm a lifelong worker who knows that good things take time, but want to ensure my family is set up for success. I want to have a retirement plan in place for both me and my business, so when the time comes to exit, I'm prepared. As an entrepreneur, I'm taking on many different kinds of risk, including those that are planned and unplanned.
I'm a lifelong worker who knows that good things take time, but want to ensure my family is set up for success. I want to have a retirement plan in place for both me and my business, so when the time comes to exit, I'm prepared. As an entrepreneur, I'm taking on many different kinds of risk, including those that are planned and unplanned.
Services
Our mission is to help you support your own. For decades our team has followed the same trusted process with the ultimate goal of freeing individuals and families to lead lives of significance and help institutions effectively accomplish the things that matter most. We start each relationship with a desire to truly know and understand you beyond just the financial.
A strategy that takes your individual goals, risk tolerance, and life's mission into consideration. A plan for your estate and assets that aligns with your values and gives you peace of mind. A plan to build a secure retirement apart from the business, so when the time comes to exit, you're prepared.
As your fiduciary, it's not enough for us to understand your financial status, but to discover who you are as a person and what matters most to you. Asking the right questions help us better align your finances with your hopes, dreams, beliefs, and values. We've designed our discovery process for us to best serve you by really getting to know you, your family, and your goals.
There's no greater way to build meaningful impact than through giving back, which is why we donate 20% of our yearly net income to local and global organizations committed to impact, justice, and serving the most vulnerable. We aren't sharing this to brag or boast but rather to inspire. By investing with us, you're investing in the folks that are truly making a difference.
Q1 Capital Market Highlights - As it has come to be expected from post-pandemic markets, equity markets posted strong returns in Q1, driven by encouraging signs on vaccine rollout (especially domestically), positive earnings releases, and fiscal stimulus. 2020 was the year of the "unknown unknowns".
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Patty Winderman
Jul 01, 2019
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