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Our Mission


Our mission is to help people enjoy a better life by providing unique financial solutions, delivered in an exceptional and full service environment. Our goal is to increase our clients' clarity and confidence about their financial future.

Our business is walking beside people in servant leadership. Our niche is income solutions, so that all of your energy is focused on living an abundant life.

As a multi-generation family business – founded in 1979 by Pat Dodds – we offer deep financial planning and wealth management knowledge and experience delivered in a professional, full-service environment with a caring, family atmosphere.

We know we’ve accomplished our mission when clients feel as though they’re family and know that we’ll always have their best interests at heart.