Initial consultations are always free with no obligation. We will take the time to get to know you and understand your goals and priorities. With your approval we will then help you accomplish those goals in a professional and friendly manner. And have some fun in the process!
Whether it is managing your investments, planning for retirement, or preserving your estate we can help. We have years of experience and knowledge to help you navigate through the complexities of today's ever changing financial world.
Most important though is we care about our people. We know that clients feel secure with a knowledgeable and experienced advisor. People on the other hand feel connected with someone who cares.
We communicate each week to our clients and prospective clients through our weekly commentary. Our commentary is short, informative, and often humorous. This allows us to not only stay in touch with our clients but to build relationships with prospective clients so they feel comfortable when coming in for initial consultations.
We are a professional firm but we try not to act like one. We prefer to cut up and have a good time. Our clients are like family and our door is always open.