Our Mission
“Successful investing is the constant need to replace fear and greed
with perspective, context, and patience.” – Mike Melby
Since 1985, we have helped our clients on their path to financial independence.
Financial independence means that an individual, family or employer is able to confidently support themselves, without the help of others. No matter what the future brings our clients have a clear understanding of their needs and have identified their goals. They are educated about their options and are confident that no matter the challenges or blessings that arise, they have the tools for their financial future.
Achieving financial independence is a journey with many challenges, options and decisions to make along the way. We are your partner on this journey and provide the tools you need to navigate the path to financial independence.
Our Process
EDUCATION:
We believe that education is the first step in the journey to financial independence. We strive to educate our clients about financial planning and investments so that they can make educated decisions while participating in each step of the process. Knowledge creates the power and peace of mind for clients to make confident choices for their financial lives.
INDEPENDENCE:
CUE Financial has always held a flag of fierce independence. We believe that bringing our clients the best there is to offer is important and being independent advisors allows us to do that. We are not tied to any one product, company or investment platform because we know that one solution is not appropriate for everyone. We pride ourselves in offering well vetted, distinctive options, not cookie cutter experiences.
TOOLS:
We combine the new with the traditional. We provide our clients with the most up to date, investment advances and create unique investment strategies for each client based on their personal values, behaviors and goals. We find that pairing the new strategies with the traditional, time proven strategies, assures a comfortable ride for each unique client journey.
Our Difference
COLLABORATION:
CUE Financial Group is a dichotomy of independence and collaboration. While each advisor owns and runs their business independently in personality and focus, the advisors of CUE Financial value the power of a collaborative environment. We office together because we want to and we believe the experience of each advisor combined creates an optimal service for our clients.
We are a think tank of possibilities, expertise and solutions. We have advisors that are holistic planners, expert allocators, behavior monitors, 401k gurus, confidence builders, transition guides, rollover educators, income engineers and everything in between. Each advisor has a focus and unique value that fits the needs of their clients allowing that each individual client can find the best advisor “fit” for them.
FLEXIBLE MINIMUMS:
We believe that every person willing to participate in bettering their financial life should have the support, guidance and partnership of a financial advisor. We offer investment platforms for all types of investors.
FAMILY:
CUE is our home and we want our clients to feel like it is their home too. We treat our clients the way we want to be treated. That means our clients are treated like family and we always put their best interests before our own.