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We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help work towards them by our providing sound financial information.
Since 1987, Jerry has been advising professionals, individuals, and small business owners toward attainment of the financial goals that they really want. My mission is to help my clients make an informed decision that. Frank assists Jerry mainly with account application processing, client follow-up and customer service.
We are committed to maintaining integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with quality information, services, and products to help you work towards your goals. Our goal is to take the mystery out of investing, managing risk, preparing for retirement, and preserving your wealth.
The AIF designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. The designation is the culmination of a rigorous training program, which includes a comprehensive, closed-book final examination under the supervision of a proctor, and agreement to abide by the Center's Code of Ethics and Conduct Standards.
Dave Ramsey is a financial author, radio host, television personality, and motivational speaker. His shows and writings strongly focus on encouraging people to get out of debt. Dave began his career in real estate and by the time he was 26, he had a net worth of a little over a million dollars and was earning $250,000 a year.
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