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Mission

We are committed to providing individualized, creative financial planning solutions for our unique clientele, the Constrained Investor. We are passionate about finding the right solution, instead of just the easiest. 

We follow four key principals:

1. It's not about managing investments, it's about achieving goals.
2. Managing risk is more important than simply seeking the highest returns.
3. We can't control the markets or interest rates, so our focus in on things that matter like planning, reducing taxes and minimizing investment expenses.
4. Monitor everything and revise as necessary.