Our Philosophy

R. Scott Walker |

“Disappointment is inevitable. But to become discouraged, there’s a choice I make.” — Charles Stanley

Your money. Your vision.

People often develop negative feelings about certain types of investments based on bad experiences that they or someone they know suffered. In some cases, this can lead to emotional opinions about investments that may fall under larger umbrellas. For instance, someone may have a bad experience with a variable annuity, so they have a distrust or dislike for all types of annuities because they do not know the differences between them. The same preconceptions can occur regarding fee-based or commission-based investing, mutual funds, etc. Emotional thinking may cause people to make investment decisions that are less than optimal or even detrimental to their goals for their money.

If you have suffered a bad investment experience, it is possible that you received bad advice, whether from a friend, family member, or a financial professional. It can simply mean that you were in an investment that was not a good match for you or did not fit your purpose for your money. There are a wide variety of financial products and services from which to choose, and they are not all the same. Every investment vehicle has a purpose.

The key to finding the right investment for you is understanding your vision for your money. It is important to choose investments in line with your investment objectives, risk comfort level, and interests. Understanding why you make choices with your money changes how you spend, save, and invest your money. This is because your “why” gives you purpose.

“Better a patient person than a warrior, one with self-control than one who takes a city.” — Proverbs 16:32 (NIV)

Successful financial and investment planning requires knowing the purpose for your money.

Let us help you live your vision.

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