We are a team-based comprehensive wealth management company located in Tyler, Texas, whose professionals work with clients across the country. Our mission is to help individuals and families realize that the purpose for their wealth is to facilitate their life purpose, and then guide them towards the fulfillment of that purpose in all areas of their financial life. We start with a financial plan and support that plan with sound investment management, insurance planning, and tax planning.
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This illustration sums up our overall philosophy on financial planning. We go from the top down to build a plan based on conversations with you, and then assist you in working from the bottom up to help fulfill the purpose for your wealth.
Life Purpose:Your financial plan starts with your life purpose. The purpose for all the resources in your life should ultimately be to support and facilitate that overarching life purpose.
At the end of your life, the fulfillment of your purpose is what matters. Many investors are so focused on how their investments are performing that they forget why they started investing in the first place. We believe that the purpose of your wealth is to facilitate your life purpose.
We work with you to develop goals that, if met, will align your finances with your life purpose.
We design all components of your financial plan to meet your goals. We test and monitor your plan so you can have a level of comfort when it comes to your financial future.
Taking time to carefully plan your financial future will naturally inspire you to live a more fulfilling life, one that is focused on giving of yourself (time and money) to serve others and make a lasting difference in the lives of those within your reach.
We recognize the uniqueness of each client, and we understand that an appropriate financial strategy may be different based on each person's set of unique circumstances. Therefore, a clear understanding of your complete financial situation is essential for us to do our job and do it well. We encourage routine engagement with your other professional advisors, such as your family attorney or CPA, in order to bring you the most comprehensive solutions available to meet your planning objectives. We also believe that our clients achieve the best results when they are actively engaged in the planning and ongoing monitoring processes.