We Believe....
In long-term relationships Our relationships with clients are our most valuable asset. You are the reason we're here.
In a team approach to client service That is why we haven't limited our resources to our own office - our advisors are registered with LPL Financial, a registered investment advisor and a broker/dealer, and have access to local tax and legal professionals.
In needs-based advice Offering investment alternatives based on your needs not current trends or promotions is our top priority. And because we are offered no incentives for promoting proprietary investment alternatives, you can be assured that recommendations are made in your best interest.
In continuing education Each member of our team is dedicated to expanding his or her area of specialization. In addition, we feel it is extremely important to share our knowledge with our clients, whether in one-on-one or group meetings.
Welcome to our Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation strategies. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
We are here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.