Our vision is to cultivate ongoing relationships with our clients, provide them with accurate and timely information and create a customized financial plan that addresses their goals, hopes and dreams.
Getting to know our clients and partnering to meet financial and lifestyle goals is greatly enhanced by our ability to collaborate with the members of our outstanding team of office professionals.
We aspire to help you reach your goals, both professionally and personally, and recognize that through a keen understanding of your needs, we can address your dreams.
"The first rule is not to lose. The second rule is not to forget the first rule."
“When your values are clear to you, making decisions becomes easier.”
“Begin with the End in Mind”
“As a single footstep will not make a path on the earth, so a single thought will not make a pathway in the mind. To make a deep physical path, we walk again and again. To make a deep mental path, we must think over and over the kind of thoughts we wish to dominate our lives.”
“Don't be afraid to give up the good to go for the great.”
"The most important single ingredient in the formula of success is knowing how to get along with people."
ROBERT BARTLEY, CFP, CPA.
Advisor, Chief Investment Officer
Chief of Staff
JOANNE TACKES, CPA.
“We LISTEN to you to help you crystallize what’s most important, your vision—your life’s dreams. We help you turn those dreams into reality by helping you define your goals and guiding you to stay on track every step of the way so you can live the life that you envision/dream about.”