Our Firm

The Other Side of Medicine Mission Statement

"Through the combined efforts of our employees and associates, we will deliver through a network of specialists, services and products of superior value exceeding our customers' expectations to maintain an organization that serves our customers and their families with such professionalism that they will always think of us first for advice and counsel."

My mission statement is to help my clients work toward financial independence through planning. We want to spend time with clients to determine their goals and objectives, time horizon, risk tolerance, and help them make suitable financial decisions for their future. Our mission is to build a long-term relationship with me, their trusted and knowledgeable advisor. We aim to accomplish this through education, training, integrity, and outstanding client service.

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