Multi-Generational Process: We don’t focus solely on the here and now. We are committed to helping our clients make smart decisions in their lives and families. This multi-generational approach in the personal financial services business enables us to serve clients today as well as to continue serving the next generation into the future.
Qualified Plan Experience: We have extensive experience in the design, implementation and education of Qualified Retirement Plans for self-employed individuals, corporations and non-profits, such as Profit Sharing, 401(k) and 403 (b) plans.
Transparency: Before making any changes or commitments, we will disclose all advantages and disadvantages of any and all recommendations, your costs, and our compensation. Our operation is and always will be transparent.
More Than Financial Products… A Lot More: Because we are independent we have access to all of the available financial products and solutions for our clients. However, what separates us from the others is our commitment to deliver customized advice and solutions for our clients. We spend time with our clients so we truly understand the financial needs, concerns, and future goals. Products are the commodity in this industry. Our service is the differentiator.
We Represent YOU, the Client: We are not owned by a bank or an insurance company. We do not have proprietary products that we are required to offer. All of our operations are regulated, but our available products and solution selections are open to the determination of the best available for our clients.