Vision & Mission Statement

 Vision Statement
This practice has, as its sole commercial purpose, the objective of increasing the net financial worth of its clients.

We will adopt an aggressive but dignified and totally professional marketing posture and will, at all times, act in accordance with the highest standards of ethical conduct.  We will be acknowledged as the preeminent practice in our region.

Team members will be proud to be part of the firm and will benefit from above-average remuneration, an excellent and enjoyable working environment, an opportunity for professional advancement and personal growth, and an involvement in the decision-making processes of the firm.

There will be a high level of trust and mutual respect among all team members, owner and clients.  Every person within the firm will understand and subscribe to the mission of the firm and the role they play in accomplishing that mission.

The owner of the firm will place the welfare of the firm and that of its clients above his own self-interest.  However, it will always be understood that the owner can expect to receive fair remuneration reflecting the value of his contribution and capital he has invested.

The firm will be innovative in its service line development and will be guided by its principal purpose, being to increase the net worth of its present and future clients.  The services offered will be clearly defined, highly structured (systematized) and priced in accordance to the value he represents to the client.


Our mission is to help each and every client obtain financial security and independence, and to create businesses that are more profitable, more enjoyable, and more rewarding.

We are going to achieve this by surrounding each client with a team of highly skilled individuals who will insure that the client is provided with the expertise and support necessary to make their financial and business dreams become realities.

To serve our clients who are, and will be, closely-held businesses, their owners, managers and individuals, with above-average incomes as well as non-profit organizations that are serving and bettering our communities.

Mere satisfaction is unacceptable; our goal is not to meet our clients' expectations, but to surpass them.  The client will, and must, be delighted during every interaction they have with our firm.

  • We will achieve this by empowering each and every team member with the authority to do whatever is takes to deliver truly awesome service, guaranteed.