Philosophy

What you want: To send your kids to college, buy a new car, improve your home, take the trip of a lifetime.
What you need: An advisor with the patience to help you zero in on your real goals, and to help you achieve them without compromising your future.

 

What you want: To pay no taxes.
What you need: A CFP® practitioner with the qualifications to guide you through the maze of tax regulations and ensure that you give Uncle Sam every penny he's entitled to... and not a penny more.

 

What you want: Great investment performance with no investment risk.
What you need: An advisor who is brave enough to tell you outright that there is no performance without risk. A firm who will not plug you into a pre-made investment model, but one that will custom design a portfolio just for you, that integrates your personal tolerance for risk - which we all have to live with - into a realistic plan to help achieve your financial goals.

 

What you want: To hear that everything is terrific.
What you need: An advisor who will always tell you the truth.

 

What you want: To find a place of personal contentment.
What you need: An advisor with the expertise, experience, and dedication to help you reach your comfort zone.
What you get: Mike Kresh, CFP® an experienced financial planner, and his staff, with a passionate commitment to helping you realize your dreams and the patience to guide you every step along the way.