Our Company Values
For those who are looking for financial advice, we realize the available options are many and deciding who to work with is a challenging problem. Listed below are our Company Values which we hope will give you a better understanding of how we operate.
- People Matter – We believe that each person is innately valuable and worthy of respect and honor. We believe that relationships matter and that business is relational, top to bottom. People First, Money Second is a priority statement that places people and relationships ahead of financial matters.
- Integrity Matters – We believe that integrity and truth matter. We believe we need to conduct our business in such a way that we are “above reproach. We believe suitability and ethical practices come from placing a high value on other people and their needs before our own.
- Communication Matters – We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe that our client partners deserve the type of communication that is frequent, timely, truthful, & relevant.
- Service Matters – We believe that good service is practical and that great service is necessary in the pursuit of business excellence. We will pursue perfection and in so doing “catch a little excellence along the way.” (Vince Lombardi)
Ken Walbridge is a family man, happily married with three children. Ken was raised in a family of financial planners (his father and two uncles) in a very “Norman Rockwell” wholesome family environment. Ken graduated from Arizona State University with a degree in Finance & Insurance. Ken is a registered financial consultant with over 25 years of financial experience.
Ken is a missionary to Uganda and is a co-founder of Bridge Ministries, coaching Christians in wise stewardship of health, wealth, relationships and time in the body of Christ.
Ken’s knowledge, servant heart and down-to-earth “How can I be of service?” approach in teaching and coaching is refreshing, unique, easy to relate to, and has thus benefited many to enjoy WorryFree Retirement and family lifestyle.
Without a clear vision and proper planning for your retirement vision, retirement can have many perils. Let us put together a WorryFree Retirement game plan blueprint for you, to empower you, and to minimize or eliminate these perils so with certainty that you can enjoy a WorryFree Retirement for family decades to come.
Plan For Your Future
There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.