History

Founded in 1986 by Jeffrey Barefoot, the company initially focused on comprehensive financial planning for executives and entrepreneurs. As the years passed and the relationship with clients expanded throughout the United States. Often, the conventional thought process is that it’s the company leading the client to unthinkable achievements but in our experiences it has been just the opposite; our clients have led us to places we never knew existed. Yes, it is true, we help provide solutions that are creative, but only after we have been allowed to see the problem. History is important to us because it is Ressourcement that allows our planning for today and tomorrow.