Why Choose Us

We care. 

We don’t just say it, its apparent in everything we do.  We take time to get to know you and your family and understand what is important to you.  We do not exist just to sell you something.  We don’t have to “look in” your file to know or remember you. 

We are committed to your success.

Sometimes business is good, sometimes it’s challenging. We support and help you no matter what is going on in your life. We realize how much people and their families are depending on us and we take our commitment very seriously. We want to alleviate your financial worries and save you time in your busy life, so that you can focus on what matters most to you. We do this by following through in a timely manner and sticking to our word so that you trust that what’s important is being handled in a professional, accurate and timely manner.

We help you be confident during change.

Change is a given and especially important in uncertain economic times.  We devote considerable time to following economic trends, researching and doing due diligence on companies, and investment and insurance solutions. We believe that the current environment demands a more dynamic and tactical approach to investing. We have access to top Portfolio Strategists to help our clients accomplish their goals.

We're equipped, experienced and engaged.

We have been around in good and bad markets, yet we see the big picture. We have many years of education and experience to help ensure your success. We pay attention to detail so things don’t get missed and are done right the first time. Financial matters can be emotional and we are there when you just need to talk and be reminded about what you are doing and why. 

Why work with us?

We care.  We listen.  We do what we say when we say we will do it.  We follow through.  We are honest.  We tell it like it is (in a nice way) even if you don’t want to hear it.  We are knowledgeable and objective.  We explain things (as many times as it takes).  We don’t hide under our desks when the market goes down.  We are proactive.  We have a long track record and most of the clients that started with us in 1996 are still with us-and we have actually talked to them in the past year.