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.
To give more than we get.
We meet you where you are in life, and take you where you want to go.
Total Package Planning™
Meet our team
Glen Dodd, CLULearn 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
Mike TsuboiLearn More About Mike
- We are disciplined
- We are friendly
- We are kind
Joe Friedt, CFP, CLULearn More About Joe
- We ask questions and we listen to you and your answers
- We are on time
- We are always up to date
Nels NelsenLearn More About Nels
- We are straightforward
- We communicate clearly, confidently and quickly
- We dominate the details
Carolyn BiegaLearn 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
Lexus WhitmeeLearn 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
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.