Who We Serve
Our process for helping people achieve a state of Financial Wellness began in the 1980s. That was a time when most financial institutions discovered the power of using financial planning as a tool for selling insurance and investments.
Our approach was to take the “sales angle” out of the equation and build an educational, consumer-directed process to deliver a high quality level of planning and attention to detail to help all individuals regardless of how much money they made, how much they had in savings or their personal circumstances. Along the way we recognized that the prominent financial issues (retirement, investing, estate planning, insurance) were relevant to all people.
We serve the following groups:
- Senior Centers
- 401k Plan Trustees
By pursuing economies of scale, we were able to modify our one-on-one, experiential planning process for use as a workshop to a group (10 to 30 planning units). By further applying the concept of mass customization, we have been able to successfully deliver customized workshops to thousands of employees of various organizations since 1989.
Our non-elitist, transparent approach today is called the Fiduciary Standard of Care.