Broker Check

Our History

“The internet will change everything. but instead of it happening
over a hundred years, like the industrial revolution,
it will happen over seven years.”

-John Chambers, President, Cisco Systems

Client Centered

For over 40 years, we have sought to guide clients through this amazing but rapidly changing and “globalizing” world. Powerful waves - human, technological, economic, ecological - constantly wash over our planet. Your life and dreams swim in these waves.

"What's going on?" is more promising yet more dangerous, more complex and in-your-face, and more unpredictable than perhaps even our best street smarts can grasp.

This means that your reality plan must be more about preparation than prediction - it's really about preparing for the unpredictable. Globalization is "What's going on." It’s changing populations and cultures, how economies behave. It is driven by explosively creative yet destructive technologies, and it is more and more vulnerable to natural ecologies – and likewise, the planet’s ecologies are now more at risk to the perils of global change.

  • Imagine life without your I-phone or instant communication…?
  • Do you recall that we’ve been through two -50% stock market collapses since 2000…?
  • Schumpeter’s “incessant wave of creative-destruction”: The 2005 U.S. economy created 31 million jobs but lost 29 million existing jobs – for a very robust net gain of 2 million jobs. (Source: Greg Easterbrook, Sonic Boom, 2009)
  • By 2001, the Center for International Development & Conflict Management reported that “demographic governments now outnumber autocratic governments 2 to 1 – unprecedented in world history.” (Source: Peace and Conflict 2001, U. Maryland, 2001)

Our future will move through this emerging, unpredictable world. Your journey and your plan must be prepared for this globalizing world.

Client Centered

We believe that while you are living your dream, the pace of change will continue to challenge your security and success more than ever before. We take globalization very seriously – both its new risks, yet also it's possibilities for the future. We are committed to bringing informed, common sense advice and plan execution to build successful client outcomes. We will strive to help your plan harness change, prepare for its challenges, and survive and thrive in these exciting times.

See Also: