Since Paul began with his first client in 1986, he has found that a team approach is the best method to help clients effectively develop and pursue their financial goals. One professional cannot do it all. Our unique team structure allows us to draw on each member’s distinct gifts, talents, and knowledge. We apply this to the client planning and investment management process potentially resulting in more effective solutions and outcomes.
We know how to ask the right questions and listen carefully to apply the resources and analyses necessary to develop result-oriented solutions. Our clients are corporate executives, managers, engineers, and other professionals. We specialize in serving individuals from Boeing and other corporations who require our measurable, detail-oriented approach to lifetime planning and wealth management.
We invite you to discover and experience the power of our team approach and the full array of our services, including our exclusive Planning, Education, Advice & Consulting (PEAC™) Program. We believe it has far reaching benefits for our clients.
Naturally, no one strategy fits everyone. That is why every client gets our undivided personal attention – from planning to execution to follow-up. We take a proactive approach to helping you formulate your goals, develop a strategy, and manage your financial affairs, adjusting along the way.
"Our mission is simple... empower each client to focus on what matters most to them, so they can live life to the fullest."
We are truly partners on your life journey, providing education, guidance, and counsel at each step of the way. Our aim is to apply wisdom to your financial decision-making, giving you the financial freedom to pursue your interests, dreams, and passions. As a result, we hope to simplify your financial life so you and your family can get the most out of this wonderful time in life... Your retirement! In short, our mission is to enable you to pursue TRUE WEALTH... and that is to enjoy a fulfilling retirement pursuing your interests, passions, and dreams while feeling confidence in your finances.
I welcome you to check out all the material on our website and use it as a resource. If something prompts a question, please send us a quick email or call our office. We would enjoy speaking with you!
Paul R. Ried, MBA, CFP®
Timothy R. Kimmel, CFP®
Adam Jordan, CIMA®, AAMS®