How We Work

Innovative ideas.
Creative solutions.
Old fashioned integrity.

We utilize a team approach. Every member of our staff is credentialed. Each of us is qualified to talk to you about the elements of your plan. At the same time, each of us has a specialty. Together, we have the ability to take care of your greatest need and the commitment to handle the smallest detail.

We earn our referrals. Each of our new clients comes to us as a referral -- either from one of our existing clients or from other industry professionals who are well aware of our expertise.

We take our responsibilities seriously. As dedicated financial professionals, we don’t just seek to meet the legal definition of what’s appropriate; we do more than that. Our goal is to make sure no one will ever be able to claim we should, or could, have done more.

We are proud of our level of service. You call us during business hours and we will pick up the phone. Our answering machine is reserved for after-hours calls; you will always talk to a friendly member of our team.

We measure our success by the duration of the relationships we have with our clients, and by their willingness to refer our services to others. The bottom line: we provide a service that our clients value.