Value Proposition and 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 Have a Question? Name Email Address Phone Question Thank you! Oops!