First of all, we strive to be service oriented based upon Christian values that require genuinely helping people and solving significant needs for the purpose of developing life long relationships with clients, their families, advisors and referrals. In that regard, don’t be surprised if Mr. Wittick “asks you to marry him.”
We also recognize that we must prove that we can be trusted each and every time that we have the privilege of serving, by keeping our promises with follow up actions to create a plan that will accomplish your objectives.
Long term trusting relationships with clients and advisors form the foundation of our practice.
Education and counseling designed to motivate clients and advisors to action is a huge part of our mission. Without knowledge of alternatives, one cannot accurately set goals, dreams and passions and without clear identification of your goals, dreams and passions, we cannot help you achieve peace of mind. We are therefore passionate about our job of educating as to alternatives sufficiently so that clients and their advisors are always in control and making properly informed decisions.
Wealth preservation and stewardship together with personal planning goals are also a huge part of the benefit that we provide. This is best accomplished with the assistance of your financial planner, insurance professionals and accountant. We therefore strive to work as part of a team to accomplish your goals in a mutually beneficial manner
Lastly, we have systems designed to properly educate, update and settle your estate and we endeavor to engage you to cooperate and participate in these systems to produce an estate plan that will work. |