ACHIEVING THE GOAL OF LIVING A BALANCED AND FULFILLING LIFE requires an individual to focus on a healthy lifestyle, loving relationships with family and friends, and financial security. Often people focus on achieving professional success and financial security, at the expense of a healthy lifestyle and loving relationships with others. At CIC, we want to help eliminate the stress of managing our clients wealth, so that they can focus more on what is really important to them. Our mission is to guide our clients toward the realization of True Wealth through detailed client education, constant and open communication and an extraordinary level of customer service that exceeds their expectations; freeing their minds to pursue what is most important to them. def. -- True Wealth - The things that money can't buy and death can't take away. What we do to fulfill our mission... WE TAKE THE TIME TO EDUCATE OUR CLIENTS about the fundamentals of prudent planning and goal setting, the management of investment risk through asset allocation and modern portfolio theory, and explain how complicated estate and insurance planning can preserve their assets to create a legacy for their heirs. We also take the time to educate ourselves on the individual needs of each client and their families, so that we can provide a high level of customization to each and every relationship. WE CONSTANTLY COMMUNICATE WITH OUR CLIENTS by sending out a weekly market commentary, holding semi-annual review meetings, hosting a series of client events throughout the year and regular telephone calls. WE PROVIDE AN EXTRAORDINARY LEVEL OF CLIENT SERVICE by anticipating the needs of our clients, by responding quickly to client inquiries and requests and greeting each client with their favorite snack and beverage when visting our offices. We grow our business through client referrals and spend no time marketing to the public; which allows us the spend less time managing our business and more time managing our clients wealth. Each one of our team members is 100% committed to helping you realize True Wealth, and each day we ask ourselves, “what did we do to fulfill our mission today?” It is expected of each team member to be able to answer that question on a daily basis.