Think of it like a baseball game: our team is aiming to help you win the game by just getting on base consistently with singles and doubles rather than striking out by trying to hit a grand slam every time. There’s no need for us to gamble on what we think the market, interest rates, or other factors may do in the future – we believe that we can add plenty of value by paying attention to the details that we are aware of and have a hand in controlling.
Heidi Ludeman, AIF®
President
Danette Ivie
Client Service Specialist
How We Do What We Do
Our approach is focused on getting to know each client and their current and future needs. It usually involves several meetings to give us time to reflect on those conversations and to move from general to specific in identifying priorities, needs, and appropriate solutions. On an ongoing basis, we make sure to regularly meet with all our clients to stay up-to-date on their situation, and we also make ourselves available for any emergency meetings based on life’s unexpected challenges and the times that they arise.