Dustin J Kindl

My mission is to help clients develop a roadmap to achieve financial security. This is accomplished through comprehensive planning, exceptional products and services, and excellent communication and decision making processes. Our approach to financial security seeks first to understand a client's vision, values and goals prior to deploying strategies, tactics and tools.

Our competitive advantage is the ability to help clients gain clarity, purpose and confidence in their financial decisions. A flexible framework of analytical modeling is applied to a client's goals, facilitating the decision making process. This approach is most appreciated by project- and process-oriented decision makers, such as executives, accountants, managers, consultants and business owners, who desire the same level of rigorous financial detail and follow-through in their personal planning as in their professional vocation.