After much study and contemplation our team implemented the following purpose statement for our firm:

We are faithful stewards who educate and inspire retiree’s to take action to achieve clarity, confidence and freedom so that when we stand before God we will be greeted with, “Well done good and faithful servant.” Matthew 25:21

Below are the key words, ideas and concepts that ultimately fashioned our purpose statement so you can understand the complete depth of its meaning to us.



Defined by as being true to one’s word, promises, vows. Reliable, trusted, believed. Steady in allegiance or affection, loyal constant. This is one of the seven fruits of the Spirit.


Defined by as the responsible overseeing and protection of something considered worth caring for and preserving.The position and duties of a steward, a person who acts as the surrogate of another or others especially by managing property, financial affairs, an estate, etc. The Parable of the Bags of Gold Matthew 25: 14-30

Educate and Inspire Action

I’ve heard it said that the aim of education is action not knowledge so we want to provide quality education to our communtiy so the people we serve will have all of the information needed to take action to make their life better.


Defined by as clearness or lucidity as to perception or understanding; freedom from indistinctness or ambiguity. We want to help our clients realize clarity of purpose to begin with the end in mind and to truly understand what it is they are looking to achieve.


Once we understand personal clarity, then we need to have the knowledge that we are moving in the right direction. Confidence defined by is full trust; belief in the powers, trustworthiness, or reliability of a person or thing.


Defined by as the power to determine action without restraint. A plan creates freedom: freedom from worry, freedom from greed, freedom to pursue the relationships and interests that are most important.


What ultimately is our motivation

A friend of mine walked me through a values conversation once about what is truly most important in my life. Every time I gave him an answer he would repeat back to me what I just said and then ask me why is that important to you. By the end of our conversation my ultimate why was answered with the following:

So that when I stand before God, I will be greeted with, “Well done good and faithful servant.” Matthew 25:21