Who are your clients?
We have the privilege of serving a spectrum of very nice people:
Young people who want to protect their family and start to accumulate some assets in spite of high taxes and higher family expenses.
Middle-aged people who are changing their focus from family responsibilities to that of planning for their retirement.
People nearing retirement who are seeking guidance in organizing their assets to guarantee a life with dignity.
Retired people concerned about administering their assets, assessing the risks of various investments, and understanding increasingly complex tax regulations.
Corporations and Non-Profit Organizations who seek to maximize the effectiveness of their investments.
Our clients cover the spectrum, from those with modest incomes or asset bases through to those with significant incomes and investment portfolios who share one thing in common – they all want to practice stewardship of the income and assets in their care.
How do you get paid?
Brokerage is done without fees to you. Most companies that we arrange investment products through pay us service fees and commissions.
Planning, tax preparation and other services that do not result in products which generate service fees and commissions are charged on an hourly basis. Simpler problems result in nominal, modest invoices. The more complex the situation or difficult the circumstances, the higher the invoice.
Above all, you get unbiased, professional yet caring and personal service…solutions to your problems…with a smile…guaranteed.
YOU are never an interruption.
YOU are the reason we come to the office.
Contact us today for your NO-FEE initial interview.
We look forward to being of service.
What are you qualifications? (How do I know you can deliver?)
Click HERE to see biographies for each of our our team members!