A Different Kind of Advisory Firm

 

  • Building Relationships and Understanding
  • Working with Design and Structure
  • Connecting the Parts
  • Converting complexity to Simplicity
  • Backtesting Recommendations
  • Providing Ongoing Support
  • Strengthening Financial Lives
  • Bringing Confidence
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What We Do

  • Help our clients make wise decisions
  • Educate, so our clients know why before they act
  • Develop professional, long-term relationships with our clients
  • Strengthen our clients’ teams with financial leadership
  • Put systems in place to maximize results
  • Find efficiencies that create more wealth over time
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Mike Washburn

Mike loves his work. Over 26 years, he built a solid business on principles of trust and hard work.

Mike loves his clients. His unique way of putting their needs first endears many people to his care.

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Rick Landine

Rick engineers our reports. His ability to cut through the noise and provide clarity gives our clients total confidence in the results.

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Results

    By first understanding our clients and their individual stories, we are able to design customized plans and systems that produce results:

  • Educated Clients
  • Simplicity and Understanding
  • Managed Risk
  • Solid Investments
  • Written Reports
  • Peace of Mind
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