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Our Mission
We help clients achieve financial freedom, allowing them to make an impact with their wealth on their family and community.
Our clients come from all stages of life and have experienced various life events. We serve retirees, pre-retirees, business owners, families and individuals throughout the United States. But the one thing all of our clients have in common is that they are grateful people who tend to have a faith perspective.
Plans fail for lack of counsel, but with many advisers they succeed. Proverbs 15:22 (NIV)
Our Mission is Accomplished Using These 5 Sound Stewardship Principles:
1. Live below your means
- Spend less than you earn on an annual basis.
- Have an annual spending plan.
- Track your cash flow on a biweekly basis.
2. Avoid using debt
- Pay cash for as many purchases as possible.
- Identify and use debt-free alternatives.
- Accelerate the elimination of debts over time.
3. Build an emergency reserve
- Accumulate at least 3 to 6 months worth of cash in an account with a reasonable interest rate and is easily accessible on a moment’s notice.
- Be prepared for an unexpected event or opportunity.
4. Have a long-term plan
- Create a comprehensive financial plan to provide a roadmap that will help you achieve your short- and long-term goals.
- A written plan provides a solid foundation for your financial future.
5. Giving generously
- Be ready and willing to help someone in need, regardless of the tax deduction.
- Position your finances to be able to bless those around you.
- Determine your best assets to donate over time, beyond using your checkbook, to make an impact on your favorite charities.
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©2010 Syverson & Company, LLC. All rights reserved.
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