Brand Story

Our Heroes

Sharing a common bond; many of my clients’ want their hard work to provide them with an income that allows them to thrive and remain self-reliant throughout their lives.

The Problem

They find there is too much conflicting information, making the process time-consuming, and overwhelming to the point their financial future becomes an unknown. Over the years many have been met with sales pitches, lackluster service, and have even been treated like an account number.

Our Solution

The KEPT planning process was develped to focus on the 4 attribues client’s seek in an advisor relationship.

1. Knowlege: Do they have the education, real world experience, talent, resources, and technology to deliver first class service.

2. Empathy: Do they have the capacity to hear the client and understand why they have reached out for help. Recommendations based on the clients needs and desires are just as important optimizing resouces.

3. Passion: Are they chasing the next sale, or do they have a real passion for helping clients reach their goals and seeing those goals come to fruition.

4. Trust: We are often asked to give trust initally, but we firmly belive that trust must be demonstated and veriffied as the relationship progresses. Transperancey, consistancy, and regular progress reports are key to maintaining the highest standard of service.

Achieving It

Doing business with us is simple:

1. Schedule a meeting by phone or email

2. We co-author a strategy with you

3. We deploy and review our progress regularly with you

Why

Not maintaining your lifestyle, or worse running out of money in retirement is not an option. Distractions will always try to divert you from your path, but I will help keep you centered and focused on what matters most to you. I strive to provide a safe place of learning and I am invested in the success of your journey.

Believe

Take control of your journey, “if we don’t make a plan for ourselves we are living someone’s plan by default”. Every self-made person I’ve studied had the courage to take the first step, develop a strategy, and would not yield to adversity. With a little guidance, the same can be true for you as well.

It is my core belief that great leadership, tools, and caring… are not just for the most affluent 1%.