Broker Check

Our Philosophy

Whether planning for your comfortable retirement, funding college education for your children or managing an unexpected change in employment status, you must evaluate your risk management needs, tax planning options and investment strategies BEFORE making lifestyle decisions.

Having established your destination for financial independence, you must periodically review your progress to be sure you stay on course.

Our best client is an educated client. On your journey to your financial goals you need to be kept abreast of the latest and best investment, tax and planning ideas. 

You have a right to full disclosure, in advance, of any and all fees, charges and commissions that your advisors earn while helping you work towards the financial future you desire.

You have an obligation to provide timely, complete and accurate information to your advisors so they may make informed opinions. 

Any relationship must be mutually beneficial. If it is not, either party can and should terminate it at any time.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.
Learn More