Our Firm

OUR COMPANY'S MISSION IS TO MAKE THE PLANNING PROCESS AS COMFORTABLE AS POSSIBLE. NO MATTER WHAT STAGE OF LIFE YOU FIND YOURSELF,  WE BELIEVE THAT HAVING THE RIGHT PLAN FOR YOUR PARTICULAR SITUATION IS A POWERFUL TOOL THAT WILL HELP YOU REACH YOUR GOALS AND OBJECTIVES..

BECAUSE OUR FIRM IS COMPLETELY INDEPENDENT, OUR LOYALTY BELONGS TO OUR CLIENTS, NOT TO A BANK, INSURANCE COMPANY, BROKERAGE FIRM AND THEIR PROPRIETARY PRODUCTS.

OUR INDEPENDENCE ENABLES US TO ESTABLISH WORKING RELATIONSHIPS WITH A NUMBER OF INDUSTRY-LEADING BROKERAGE FIRMS AND INSURANCE PROVIDERS WHOSE PRODUCTS WE LEVERAGE TO CREATE CUSTOMIZED CLIENT PORTFOLIOS. WE RECOMMEND ONLY THOSE PRODUCTS AND SERVICES THAT CAN BE TAILORED TO SUIT OUR CLIENTS' UNIQUE NEEDS.  IN OTHER WORDS, WE CAN GO OUT TO THE MARKETPLACE AND FIND THE BEST PRODUCTS AND SERVICES FOR OUR CLIENTS.

YOU ARE OUR PRIORITY AND WE WANT YOU TO FEEL COMFORTABLE AND CONFIDENT WITH US BEFORE WE START THE PLANNING PROCESS.  THIS IS WHY WE OFFER THE COMPLIMENTARY AND CONFIDENTIAL MEETING.  NO STRINGS ATTACHED.  SO PLEASE GIVE US A CALL TO SEE IF THE INITIAL MEETING MAKES SENSE FOR YOU.