We are a veteran-owned, Arkansas-based company committed to serving clients nationwide with integrity and steering them to meaningful retirements.
It all starts with a plan.
We developed our unique Retirement Flight Plan process to get your financial dreams off the ground and help you soar toward the future you’ve always envisioned.
First, we run a complete evaluation of your current financial picture. Then, we ask about your goals and dreams in retirement. Finally, we create a strategy to help you achieve those dreams.
RETIREMENT FLIGHT PLAN
Mission Objectives
Where are we going?
An in-depth discussion to
help define your target and dreams for your future.
MISSION BRIEFING
How do we get there?
We capture your entire life
in one report and define your target.
MISSION EXECUTION
Get on board!
Together, we formulate a detailed strategy consistent with your retirement goals.
MISSION DEBRIEFING
Stay the course.
We regularly review your strategy and re-evaluate based on life changes, the economy and the markets.
OUR CORE VALUES
Integrity
First
"But let your ‘Yes’ be ‘Yes,’ and your ‘No,’ ‘No.’ For whatever is more than these is from the evil one."
Matthew 5:37
Others
Before Self
"Do nothing out of selfish ambition or vain conceit. Rather, in humility value others above yourselves, not looking to your own interests but each of you to the interests of the others."
Philippians 2:3-4
Excellence
In All We Do
"Whatever you do, work at it with all your heart, as working for the Lord."
Colossians 3:23
Mission Focused. Purpose Driven.
As a fighter pilot for the U.S. Air Force, Mach 1 founder David Lee learned the importance of discipline, planning and pursuing goals no matter the obstacles. In his first book, “Mission Focused. Purpose Driven.”, David explains how he now uses those virtues and traits to help clients:
- Develop clearly written goals
- Understand the importance of tax planning
- Decide whether certain financial tools are right for them
- Find a meaningful purpose
- Much more!
A SPACE FOR EVERYDAY INVESTORS
Our advisors weigh in on the latest financial headlines.