Most of our New Clients have been a result of a poor experience with their previous Advisor Firm.  Lack of good Customer Service is the No.1 reason people move their money to another Financial Advisor.

We treat our Customers and Clients as if they were part of the Family.  In this business, people have to know you mean what you say and you say what you mean.  It’s about building relationships and truly learning the needs of our Clients.

Hard Selling and High-Pressure Closing is something we simply don’t condone.  Our experience has shown us that when people are treated with respect, they will want to do business with us.  And they usually do.  Our financial concepts and ideas for enhancing their Retirement, usually sells itself.  Our outstanding Customer Service, keeps our Clients from even thinking about looking for a different Advisor to handle their Insurance and Financial needs.

Thanks to our Loyal Customers and Clients.