During my career as a financial advisor, I’ve had the opportunity to personally interview or work with well over a thousand individuals, retirees and business owners. Over and over, I’ve seen many very wealthy people fail to be satisfied by their financial success.

 

Why does this happen? The reason is simple. Most people think financial success is about the performance of their money, but it’s not. It’s about the performance of a meaningful, purpose-driven life.

 

No matter how old you are, no matter how much money you have, and no matter how smart you are – there are only 168 hours in a week. And your quality of life is a function of how you choose to spend these 168 hours.

 

You can’t do everything. You can only do what’s important.

 

There is more financial information, conflicting opinion and sales pitches out there than you can consume in a lifetime. And spending your time trying to separate it all out and consolidate it into one comprehensive financial strategy that is proactively managed and monitored is more time consuming and fraught with risk than you think. We believe there is a better way.

 

Over the years we’ve found that there are aspects of our lives that are more important than focusing on money. These aspects – spiritual growth, physical health, quality relationships and lifestyle fulfillment – can not be delegated. But financial planning and wealth management can.

 

We specialize in working with people who embrace this wisdom.

 

Since 1989 we’ve helped our clients make smart choices about money in a manner that helps them live a higher quality of life. This is accomplished through a proven process that combines Values-Based Financial Planning™ with a comprehensive wealth management system that focuses on tax reduction, investment allocation, risk management and estate distribution.

 

We exist to help you achieve your goals and live the life you dream about.

 

Due to the very special way we work with people, we only work with a limited number of clients who match a unique character and financial profile. To help you determine if we might be the right firm for you, we’ve posted our ideal client profile on this website. If you match our profile, we invite you to inquire about a no-cost, no-obligation initial interview to explore the potential opportunities in working together. We can be reached Monday-Friday from 9:00 am to 4:30 pm at (760) 788-5953.

 

We look forward to talking with you.

 

Sincerely,

 

Joel A. Beyer

Financial Advisor