DECISION WEALTH

My mission statement is to help my clients work toward financial independence through planning. We want to spend time with clients to determine their goals and objectives, time horizon, risk tolerance, and help them make suitable financial decisions for their future. Our mission is to build a long-term relationship with me, their trusted and knowledgeable advisor. We aim to accomplish this through education, training integrity, and outstanding client service... Our only mission is your financial independence, and we find purpose in serving you and your family. We will guide you toward financial independence through planning and realistic execution. We gain an intimate understanding of your goals, objectives, time horizon, risk tolerance, and we help guide you to make suitable financial decisions for your family's future... At our firm, we approach planning differently than other financial institutions. Instead of fitting a client to a product, we fit a strategy to a client's needs..

Primary location: Festus United States