Who We Are
Our Firm was established in 1984. Our mission is to provide quality financial guidance, to build relationships of trust, and to develop innovative solutions that help our clients achieve their financial dreams and goals.
What makes us different? It’s our people. We are comprised of a dedicated team of professionals with a wide range of backgrounds – in finance, insurance, investments, and risk management. Many of our professionals have designations including Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Certified Financial Planner™ (CFP®). It’s our process. Each Financial Representative is responsible for understanding his or her client’s entire financial picture and for providing the appropriate resources to meet a variety of needs. It’s our goods and services. We offer a full range of financial planning services and outstanding products from the most respected companies in the marketplace. And finally, It’s our calling to make a difference.
The truth is, it’s all of these – backed by our commitment to maintain our relationship with you.