We have a different approach than just choosing investments. Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy designed to address your situation. We help our clients evaluate their investments to determine if they align with their own personal values.
We believe in thinking "out of the box" and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction. I have been in the financial and insurance industry since 1990 and began my career while pursuing a Bachelor of Science in Business Management.
We believe in thinking "out of the box" and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction. I have been in the financial and insurance industry since 1990 and began my career while pursuing a Bachelor of Science in Business Management.
Services
We focus on building relationships with our clients. We accomplish this by adding value to their lives and truly understanding them. The solutions to accomplish our clients' goals are just a byproduct of the planning and relationship we have established. We have experience working with all kinds of retirement income products, and chances are we can help you, too!
Local panel of experts will meet to share valuable information on how to protect your estate from long-term care expenses, liabilities and taxes. Guest Speakers, Keith Vanover, Attorney, John Phillips, CPA, and Eric Riggenbach, Financial Advisor. Lunch will be provided. RSVP required to reserve your spot.
Reviews (1)
Richard Abah
Oct 05, 2021
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