Our Brand Foundation
What drives us? How are we different? Where are we going? That, and much more, is all here.
Our core purpose – why we do what we do
Because everyone’s dreams should be safe.
Our vision
To give more than we get.
Our mission
We meet you where you are in life, and take you where you want to go.
Our difference
Total Package Planning®
Our character
Meet our team
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Glen Dodd, CLU
Learn More About Glen- We do what we say we’re going to do
- We treat clients like friends and family – like VIPs
- We are patient
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Mike Tsuboi
Learn More About Mike- We are disciplined
- We are friendly
- We are kind
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Joe Friedt, CFP, CLU
Learn More About Joe- We ask questions and we listen to you and your answers
- We are on time
- We are always up to date
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Carolyn Biega
Learn More About Carolyn- We work hard
- We stick to a schedule
- We never tell clients what to do, but we make our recommendations very clear
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Lexus Whitmee
Learn More About Lexus- We never promise what we can’t deliver
- We never stop exploring new opportunities for our clients
- We always support each other – our clients and our team
Our values
What we believe; our principles.
- Every client should always feel safe
- There is never a stupid question
- There is always a solution
- Clients should always understand what they are invested in, and why
- Every dollar should be working hard
- Whatever the question, Total Package Planning® is the answer
- We take care of our clients, and they take care of us
Why believe in us?
Our clients’ belief is everything to us.
We have more than 60 years combined of knowledge and experience.
We are champions of comprehensive financial planning, driven by state-of-the-art software, since 1990.
Celebrated by our clients as “the total package” in terms of knowledge, communication, integrity and results, we are, above all, deeply trusted.
