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Who We Are
The pessimist complains about the wind; the optimist expects it to change; the realist adjusts the sails.
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– William A. Ward -
Our Business Philosophy
It is good to have an end to journey toward, but it is the journey that matters in the end.
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– Ursula K. Leguin -
Our Process
I find the great thing in this world is not so much where we stand, as in what direction we are moving: to reach the port of heaven, we must sail sometimes with the wind and sometimes against it – but we must sail, and not drift, nor lie at anchor.
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– Oliver Wendel Holmes -
Personal Financial Planning
It is the set of the sails, not the direction of the wind that determines which way we will go.
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– Jim Rohn -
Group Retirement Plans
Twenty years from now you will be more disappointed by the things that you didn’t do than by the ones you did do. So throw off the bowlines. Sail away from the safe harbor. Catch the trade winds in your sails. Explore. Dream. Discover.
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– Mark Twain
"It is not the ship so much as the skillful sailing that assures the prosperous voyage. "
George William Curtis
Our Team
Providing our clients with the highest quality advice and superior service requires unsurpassed dedication and effort from every member of our team. We work together with one goal always before us – serving our clients to the best of our abilities.
Client Resources
Staying informed and educated about your financial planning is essential. Begin your journey by completing our New Client Information Kit. Take advantage of the various tools and resources we have provided, including 24/7 account access.
Frequently Asked Questions
In today’s busy world, we understand the amount of time you have to navigate our website may be limited. We’ve compiled some of our most frequently asked questions to make it easier for you to find the straightforward answers you are looking for.