As economic and financial advisors, our primary objective is to maximize your wealth.
Faith requires we maximize your prosperity.
We believe we have an obligation - a moral duty - a higher calling to serve our clients that is rare among advisors of any type these days.
It may sound strange coming from an advisor with the goal of wealth maximization, but our mission is greater than just making our clients "rich". There is more to life than just making "more money".
Most other financial advisors will take on any new client that will pay their fee or commission. We do not.
As managerial economist, we are particularly trained to consider the "big picture", taking a comprehensive holistic approach to, and considering anything that might impact our clients' prosperity.
Faith requires we consider how our actions may affect you over the "long term."
Our "big picture" long term approach demands we consider what may be in everyone's best interest over the very long term.
We do not replace your current advisors, but help them to be more effective. We fill in any gaps and make everyone more efficient and prosperous.
Frequently, we find that our clients have multiple advisors with a poorly coordinated wealth building plan, no plan at all, or even advisors with differing plans! We develop a close personal interest in our clients' long term financial, emotional and spiritual well being.
Admittedly, this type of personal service limits us to a very select few clients. Since our clients become our friends, we want to help them maximize their success in this world and the next.
Unfortunately, some people just do not handle wealth very well. Thus, we are very selective when considering a new client. We do not want to jeopardize anyone's happiness, health, or spiritual welfare by just making them wealthier. And from a purely business
perspective, we don't want to waste our time on, or our investment in, those that are likely to squander our advantages.
We recognize that our strategies are not for everyone. However, if you agree with us and would like to know more, we welcome your inquires.
He who walks with wise men will be wise, But the companion of fools will suffer harm.