Within our open doors, you’re going to find a standard of caring and commitment that you’ve never dreamed possible in a Financial Planning firm! The Caring Advisor is a firm of integrity: we are smart, disciplined, committed, credentialed, and highly experienced professionals who understand our clients. We seek what truly matters to you. Our abiding passion: to help you build, sustain and grow wealth wisely, preserve and spend rightly and give generously from your harvest. The Caring Advisor fills a special role in our client’s life -- for all their life. We carefully invest your assets with competence, transparency, experience, and extreme care. We simplify the complex, speak in plain English, and whisk away annoying and cumbersome nuisance details. We look after your interests faithfully and steadfastly. This is our calling, which we pursue with purpose and passion every day! Advisor. Coach. Mentor. Friend. Guide. Yes, it’s a big responsibility. Consider carefully the personal and corporate philosophy of the Financial Advisor who will have the privilege of representing you. We’ll be your Caring Advisor through every season, goal, and prayer of your life! Securities offered through LPL Financial. Member FINRA www.FINRA.org / SIPC www.SIPC.com. For a list of states in which we are registered to do business, please visit www.thecaringadvisor.com.