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Our Mission & Vision

Our Mission

Financial Solutions exists to guide individuals to reach their financial goals. We seek to achieve this through holistic financial planning, investment management, and insurance planning.

Our Vision

Our vision is to be a client-centric firm that is a catalyst for financial independence. We seek to accomplish this through partnership, education, objectivity, accountability, proactivity, and organization (Developed from Mitch Anthony's "Return on Life").

Partnership

Financial planning is a life-long journey. It helps to know that you don't have to navigate it alone. We serve as trusted guides throughout all stages of life. All successful partnerships are built upon trust, and we seek to earn your trust through honesty, transparency, and integrity.

Education

We are not in the business of talking over your head. A good financial plan is one that you understand. Our goal is to provide you with the specific knowledge, guidance, and resources to help you in your decisions. 

Objectivity

We provide unbiased guidance to help you in life's key decisions. As an independent firm, we are not bound to one single product or solution. After we have a thorough understanding of your situation, we can then seek the best solution for you and your needs.

Accountability

We help you set and prioritize your goals and show you the steps needed to achieve your goals. We regularly review and reevaluate your progress towards achieving them.

Proactivity

We work with you to anticipate life's transitions and financially prepare for them. We regularly look forward and create an action plan for life's inevitable changes.

Organization

We help you bring order to your financial life - from the macro level of life's big decisions and transitions, down to the micro-level of monthly cash flow.