Your Goals…Our Experience Our commitment to help you build and manage your wealth begins with a detailed understanding of your specific goals and circumstances. We will listen and learn to determine your needs and aspirations. They are key to implementing wealth management strategies, each of which is designed to help you to achieve the lifestyle and goals you envision. As a firm we are Fiduciaries and committed to the standards established by the CFP® (Certified Financial Planner) Board’s Code of Ethics and Standards of Conduct. Our commitment to Fiduciary Standards of Care, which means that we pledge to always act in our client’s best interest. Investment Planning - Our approach to investment management begins by first being familiar with, and evaluating, the world's leading investment managers and their strategies. We are an institutional client of some of the world’s leading investment firms, including J.P. Morgan, Russell Investments, Goldman Sachs, BlackRock, Fidelity Investments, and others to a lesser extent. We utilize these firms for both their investment expertise and their economic views. The knowledge we get by using a variety of leading firms gives us a unique perspective that we can utilize to our client’s benefit. This perspective is particularly valuable when combined with our firm’s long history and long-term relationships with these firms. Retirement Planning - We create strategies that are tailored to your needs and goals. Income Tax Planning - Years of experience have prepared us to guide you through your life transitions. Education Planning Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources. Trust. Honesty. Integrity. We believe values matter, and we live by ours every day. Securities offered through Triad Advisors, LLC. A registered broker/dealer. Member FINRA & SIPC. Advisory Services offered through Branson, Fowlkes & Company, Inc., which is not affiliated with Triad Advisors.