If we were meeting 3 years from today, what has to happen for you to be happy with your progress? The R-Factor Question® is the first and most important question we ask our clients. It is the first of many we use to learn more about you – from the dangers that keep you up at night to the opportunities that make you jump out of bed in the morning. Our goal is to understand your story.
Together the father/son duo of Steve and John Booren offer clients tailored strategies focused on their core strategy called Growth of Dividends. Steve has been personally serving his clients for nearly 40 years and John brings a new perspective to the partnership while also seeking to serve a younger demographic. Collectively the Booren team has over 100+ years of combined financial services experience. We invite you to learn more about our team using the tabs below.