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Our Mission

Our mission is to take the knowledge we have gained over the past twenty years, and use it to serve wealth planning prospects and clients with the heart of a servant.

Intention, not luck: that’s the SIG approach. It guides everything we do, and allows us to offer services that are aligned with our mission as an independent financial planning firm.

Each of our offerings is centered on three guiding principles: Educate, Empower, and Elevate.

When you’re Educated, you make intentional decisions.
When you’re Empowered, you no longer rely on luck.
And when you are Elevated, you can accomplish your goals.

Our goal is that you come away from every interaction with more information than you started with. John Stevens founded the company on the idea that financial success—both personal and business—happens when people take charge of their destinies and craft a plan for success.

We aim to fulfill our mission by creating a personalized strategy for our clients that help them live a debt free life and grow their nest egg into a future of financial security. Wherever you happen to be in life, we want you to know that we’ve been there. We are committed to building long-term relationships that encourage long-term confidence in our team, and in our services. We’ve been there before. We are here now. And we will be here in the future.