Sweet! 16th anniversary of Future Values

It was 16 years ago (July 1, 1999) that I began my financial services practice.

I’d been an insurance company employee for 14 years previously, and had grown accustomed to a regular paycheque.

However, the stress of not controlling my own career propelled me to resign one day.

It was an act of faith to step off the cliff into the uncertain world of self-employment, with hope & prayers that I’d survive and provide for my wife & three children under the age of 6.

Courage is really all about a crisis of faith.  When I decided to start my own firm, I asked myself the very same profound questions many of my clients ask themselves; ‘will I be OK?’ and ‘how will I provide for my family?’ 

The question that propelled me forward, the one which drives my passion today, is ‘how can I change the world, even in a small way, by being of service to my clients and helping them change their world?’ 

It wasn’t always a smooth journey.  There were many challenges along the way, and continue to be.  But by focusing on helping our clients make real and meaningful contribution to the world around them, we built Future Values around business owners and professionals who align their finances with their values. 

People like doing business with us because they are ready to combine meaning with their money.  They tell us that we listen to them, and that’s what sets us apart in their minds.

Our planning services focus on three areas: financial independence, family legacy, and social impact.  We help you understand the choices and the products available that help build a financial security plan to achieve your personal or business goals.  Once your plan is in place, we continue to work with you by regularly reviewing your financial security plan to help ensure you’re still on track to achieving your goals.

It doesn’t take courage to work with Future Values.  It takes people like you who know what it means to go beyond the profound questions to a place where you can connect your financial independence, growth, and legacy to what is meaningful to you.

Thank you to our clients, my staff, and my family & friends for your support over the past 16 years. 
We look forward to serving you, and those people whom you choose to introduce to us, for many more years to come.

Aligning Purpose with your Finances