Broker Check

Why We Do It

We have a deep-seated belief that all Americans should be able to work with an independent financial advisor of high integrity and objectivity. Many steps are required to earn trust. Our clients depend upon us for sound advice. In turn our credibility and success depends upon our clients' trust.

We believe:

  • The trust you place in us to serve your financial needs is a very serious commitment. We hold this trust and any information gathered in the strictest confidence whether it is business, personal or financial.
  • In always acting honestly, with integrity and respect, and with your best interests at the center of everything we do. This defines our fiduciary standard of care.
  • Full transparency in all interactions with you, our clients, is essential.
  • If you are unable to connect with us on your initial phone call we will make every effort to reach out to you within 24 hours of your call.
  • In doing our best to inform, educate and advise you, it is often more important we tell you what you need to hear and understand as opposed to what you’d like to hear. We believe that a fully informed client makes better and smarter financial decisions for themselves and their families.
  • Ongoing feedback from our clients is essential to continually improve our planning and communication process. As such we will periodically ask you to assess the quality of your experience and our ability to meet if not exceed your expectations.