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Our Strategy

Our goal is to help protect you from uncertainty and prepare you for a prosperous future. As your financial guardian, we create customized plans designed to steer you along the right path. We devote every element of our portfolio arsenal towards achieving your ideal future.

Customer Satisfaction Mission

At Investment Answers, in our pursuit of excellence, our daily goal is to be a high-functioning Financial Advisory and Investment Advisory firm who offers for our clients the level of service that we would want for our families.

We strive to:

  • Be team players
  • Take pride in our work
  • Anticipate our clients’ needs
  • Provide intentional, efficient service
  • Reach out to others
  • Get involved in meaningful ways
  • Look for ways to make things easier for those we serve
  • Listen to, learn from and strive to understand those we serve
  • To use honor and integrity in all of our business practices, so that we may be trusted with the confidences of those who rely on us

Adapted from True Professionalism by David H. Maister


With money, it’s not how much you make, it’s how much you keepfor how many generations you keep it.” —Robert Kiyosaki
See how we’re helping to EMPOWER WOMEN in their long-term investments. Learn more