We are a locally owned and operated financial services company that prides ourselves in putting our clients first. Our mission is to help you achieve your financial and retirement goals. We offer a wide range of services and customer satisfaction is our number one priority. We guarantee that you will get the same dedicated planning and commitment, whether you financial resources are a lot, or a little.
We truly take the time to listen to our clients, understand their goals, and focus on solutions that will help them achieve their financial dreams. We will take the time to examine your current economic and financial "stage of life" in order to develop a plan that will help you achieve your retirement and financial goals.
We truly take the time to listen to our clients, understand their goals, and focus on solutions that will help them achieve their financial dreams. We will take the time to examine your current economic and financial "stage of life" in order to develop a plan that will help you achieve your retirement and financial goals.
Services
I started this business over 30 years ago after a frustrating year with a large investment firm. There was no personal touch, we were pushed to sell company sponsored investments that made no sense for the client, and the only clients that seemed to count were big ones. I asked myself if this is the way I would want to be treated as a client and the answer was a resounding "NO."
No shortsighted thinking, get rich quick or "picking hot stocks" - we work on a balanced approach that helps you achieve your goals while managing risk. YOU still aren't sure? Of course you're not. How about the opportunity to meet with us at NO CHARGE just to see who we are and what we can do for YOU?
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