About Our Firm
Whether you are just getting started or you are searching for a better way to manage your financial future, our team is ready to help you transform your understanding of how to build wealth, find financial freedom, and reach your life goals. We think it’s important to find the “why” behind your finances. Why do you want to retire? Do you want to volunteer? Travel? Spend time with family? We work to help you discover the motivating factor that drives you to better understand your financial needs, and we accommodate that in the creation of your financial plan. It’s our mission to help you find your “worth living assets.”
Our team works with individuals and families in all the phases of their lives. You may be a young professional working to retire early or perhaps you are approaching retirement age and you don’t quite understand how to make the transition happen.
In either instance, or anywhere in between, our team is equally committed to creating a customized solution unique to your needs. We want to help you better understand your financial future, no matter what that means to you.
For us, the fiduciary standard is a bare minimum, not a new trendy buzzword that suddenly reshaped our whole business. We are now and have always been committed to only offering investing strategies that serve our clients’ best interests every step of the way, never our own interests. Our commitment to you is honesty, integrity, and understanding in all aspects of your financial growth.
Partners in both business and marriage, Lois and David founded Worthwhile Wealth Council with the understanding that loving and authentic relationships are vital to success in all aspects of life. This includes authenticity in your financial planning.
In the last thirty years, Lois and David have been blessed to work with and learn from some of the most well-known names in the financial services profession. Now experts in their own right, Lois and David are excited to make their expertise work for you.
They have done their best to become the experts themselves, so they can better help you with your individual financial needs. As their industry knowledge has grown, so has their love, respect, and passion for financial planning.
After decades of helping purposeful savers transition into successful retirees, Lois and David have found the key to unlocking your financial freedom. What motivates you to retire? What is it that will transform your everyday life into Worthwhile living? Once you set your sights on why you want to retire, getting there seems much more achievable, no matter where you are starting from.