Different By Design - A Casual Round-table

Different By Design - A Casual Round-table

Unlike large cookie-cutter firms, Ken, Chris, Kevin, and their associates are engaged, committed, and focused on their clients’ needs, desires, and goals. They are simply “different by design.” Unfortunately, this is unique in the financial services industry and for many, something never before seen. So with that in mind, the following in-depth case study videos present a clear, honest view of how they operate and their commitment to you.

Our Commitment

Hope is Not a Strategy

Why Us?

Those Unexpected Life Events

Monetizing Your Life’s Work