OUR STORY
About Us
We Are
Performance Financial
We are the Performance Group. We are a multi-faceted financial organization that focuses on both personal and small business insurance, tax, accounting, and other services. We dedicate ourselves and our services to our mission statement:
Our Story
Performance Financial started one relationship at a time, the same way many family businesses do.
Mike and Lisa built the business around a simple belief. Financial guidance should be accurate, responsive, and tailored to each individual’s needs. From the beginning, clients weren’t transactions. They were families, neighbors, and long-term relationships grounded in trust.
As the needs of those families grew, so did we. What began with tax services expanded into accounting, payroll, and insurance. Not to sell more, but to serve better. To make things simpler, clearer, and more connected for the people who trusted us.
Over the last several years, we’ve also invested behind the scenes. Better tools. Better systems. A stronger team. All so we can deliver a smoother experience today while staying prepared for the future.
Through every season, our focus has stayed the same. Put clients first. Keep things consistent. And build something dependable that families can count on for years to come.
Helping Families Find
Financial Independence
Unlike captive or direct insurance companies that can only offer their own products, we are fully independent. That means we work across multiple carriers and coverage options to find what actually fits your situation, not what a single company is selling. With deep knowledge of the insurance landscape and a proactive approach to service, we help families make informed decisions and stay properly covered as life progresses.
Shared Values
The Kirby Family Foundation
Mike and Lisa Kirby started this journey with a simple belief: families deserve financial guidance they can trust. What began as a commitment to serve with integrity has grown into a multi-service firm rooted in faith, family, and community. From the earliest days, the Kirby family understood that money is more than numbers; it’s freedom, security, and peace of mind. That perspective shaped everything we’ve built. Today, that same family foundation drives our rebrand and our 25-year vision.
Want a Clearer Financial Game Plan?
Looking for Clarity?
Schedule a call to review your financial situation, talk through taxes, planning, and protection, and figure out what next steps actually make sense for you.
