Imagine being able to maneuver in a volatile financial landscape without having to continually second-guess your decisions? What if you had the freedom to simply focus on producing a prosperous and fulfilled life with those you love? What if you could identify the cultural and media messaging that is designed to keep you in a state of confusion, and then do something about it?
These are just a few of the recurring concerns we hear from people every day in our work. Collectively, our team has over 4 decades of experience working with clients of all ages and in all stages of career and life.
We first seek to understand what values are actually driving your goals. Oftentimes, we find a disconnect between the two. If not addressed properly, this will invariably produce a financial breakdown in the future.
With new insight, the possibilities are endless in terms of designing an effective financial strategy for the long term. And it becomes easier to assess the relative values between varying financial strategies and products.
As a client, our commitment is to you. We will never give up on you and your dreams. We are your advocates for a prosperous and fulfilled life.
Bryon Kibildis, CFP has been in practice since 2005. He works with people just like you who truly want to transform their experience of investing and discover their true purpose for their money. His clients are primarily small business owners and executives. He is sought after to provide analysis and leadership on complex financial and business concerns.
Bryon served as a Lieutenant Commander in the U.S. Navy with an Explosive Ordnance Disposal Unit from 1999-2007. As a graduate of the U.S. Merchant Marine Academy (Cum Laude), he's also sailed as Third Mate aboard U.S. Maritime Tankers transporting crude oil to vital terminals along the U.S. West Coast. Bryon's passion is connecting with like minded people who are seeking to live life to the fullest each day.
His hobbies include offshore sailboat racing and golf.
How are you going to financially navigate the next 5, 10, 20 or more years?
Who's going to be there for you? Who you choose to be on your team is critical.