David S. McKechnie, CLU

Managing Partner

Derek J. Reed, CLU, CFP®

Managing Partner

Willing vs. Driven

In life and business, there is a dramatic difference between doing things because you have to and finding passion in the execution. When you have sincere enthusiasm, the drive comes from within. The standards by which you measure excellence are altogether higher.

Our entire group of internal team members and external strategic partners are passionate about the quality of the experience and the results we create for you — the business owners and families we serve. This kind of core interest in your situation is demonstrated by how we behave in relationships and our drive to get to the heart of your unique vision.

We hold ourselves to The Four Relationship Habits™ that many great business leaders have written about. We believe in giving 100% effort 100% of the time. Nobody's perfect, yet we know that our measuring stick is leaned up against the right wall.

The Four Relationship Habits™

  1. We show up on time.
  2. We do what we say we'll do.
  3. We finish what we start.
  4. We always say please and thank you.

When we begin work, we organize work flow according to your priorities, not ours.

A policy of planning first

In life and business, there is a dramatic difference between doing things because you have to and finding passion in the execution. When you have sincere enthusiasm, the drive comes from within. The standards by which you measure excellence are altogether higher.

Our entire group of internal team members and external strategic partners are passionate about the quality of the experience and the results we create for you – the business owners and families we serve. This kind of core interest in your situation is demonstrated by how we behave in relationships and our drive to get to the heart of your unique vision.

We hold ourselves to The Four Relationship Habits™ that many great business leaders have written about. We believe in giving 100% effort 100% of the time. Nobody's perfect, yet we know that our measuring stick is leaned up against the right wall.

Awareness & Confidence: quieting the repeating question marks

Many people address aspects of their affairs and wind up with numerical targets. Yet, they're left feeling ungrounded about the bigger picture. What do these numbers and projections mean in the context of achieving the life they see for themselves?

Ask yourself a question: what are my goals for the use of my assets? A great planning process delves far beyond the numbers and into the minds and hearts of those who own the assets. In this light, we're able to create real-life scenarios that are both meaningful and inspiring. The financial models and projections become refreshingly relevant because they're built in light of your unique goals and circumstances.

When things are going well, this awareness helps you stay the course and continue to make great choices. When life is uncertain, you won't be pulled by fear or irrationality. You always have your documented plan to ground your thinking.

The difference between team members and team players

We inject the spirit of professional collaboration into your affairs. We believe a person's various advisors should proactively reach out and communicate with each other because they want to not because they have to. Advisors and ideas from various disciplines – legal, tax, investment, insurance – are best evaluated collectively not separately.

Some firms can't be bothered with this collaboration. Others dabble in it when they have to in order to get their own piece done. We believe that results will always fall short of ideal if the team-player mentality is missing from the advisory table.

We believe a person's various advisors should proactively reach out and communicate with each other because they want to not because they have to.

The success is in the details

As you become introduced to each member of our team, you'll feel the wrap-around effect of their care and attention. Each of our staff members has been celebrated by our clients for their attention to detail and follow-through, their ability to do things right the first time and their instinct for sniffing out a challenge or opportunity.

The result is a set of individual watchdogs that form a protective wrapper of wisdom and proactivity. Clients report a sense of being able to finally relax about their financial and estate affairs in a manner they never perceived possible. Without this level of care, tiny cracks in the armor of your planning can remain undetected until it's too late to repair the damage.

We are professionally tenacious in our pursuit of the ideal solution or structure that will rise to the occasion to implement your vision.

The value of the competitive spirit

We have a deep-seated desire to win for our clients. Once your vision is clear and documented, we go to work behind the scenes. We are professionally tenacious in our pursuit of the ideal solution or structure that will rise to the occasion to implement your vision. Without this competitive spirit, one might stop short of the best result: the solution that's embedded in the next set of questions or the final point of negotiation. With it, you receive a no-stone-unturned commitment to evaluating and aligning each aspect of your affairs with your unique goals and circumstances.

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