Dentists and their team members who seek opportunities for learning about and creating personal wealth to achieve their desired life balance (below is our mission statement).
"We help our Select Client Group realize their financial dreams, serving those with a willingness and readiness to care for their own financial health.
We succeed by answering the cornerstone question to creating wealth which is, “How much is enough?” We prepare, train, teach, and uphold those we serve, helping chart the course of their journey to financial peace. Our goal is to remove money as a barrier to a fulfilling life. Our joy comes from walking along side each person, encouraging them to continue, providing them the necessary equipment and direction, picking them up when they fall, holding them accountable to their own dreams, and simply being present as they discover the beauty that lies before them.
Our work renews us, yet it does not define us. In our organization, we hold true to the balance of our individual life’s work, play, love, and faith. We ask much of ourselves and of those we serve, and we believe the return on our investment is worthy of this calling.
Our professional hope is to live a waking dream where wealth and worth live in harmony with peace and fulfillment. In all things we give credit to our Creator who makes all things possible to those who believe."