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Values, Mission Statement and Value Proposition

Treasure Plan 

Treasure Plan 

We refer to our fundamental values as the "Treasure Plan," drawing inspiration from the notion that where your treasure is, your heart will be also. The Treasure Plan comprises six vital components: Faith, Freedom, Family, Friends, Fitness, and Finances.  

Mission Statement 

Mission Statement 

To prepare each client who is committed to the goal of thriving now and in retirement.


Value Proposition  

I will help you...

* Simplify your financial life and handle the details

* Clearly understand your financial picture and in an ever changing world

* Figure out how and when you can afford to retire

* Develop a lifetime income strategy for retirement

* Protect the people who are important to you.

* Build a lasting legacy for your family and causes you support most 

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