About Us
Our approach affects everything we do. As an example of our commitment, consider how we provide retirement plan consulting: We're ready and willing to act as a co-fiduciary [3(21)], providing you with sound recommendations for plan investment options, or as a full fiduciary [3(38)], with the sole responsibility and liability to select, monitor, and replace your plan's investment options. In essence, we put our name and reputation on the line for you.
Since we have no proprietary products to sell, our advisors can provide truly independent professional advice and investment recommendations.
You're unique, and we know you by name. As a business partner, we work hard to provide you with quality service and custom solutions to your needs.
We're large enough to serve, small enough to care… for a lifetime.
Knowledge is power.
It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.
As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.
Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards.
We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office.
Our Corporate Social Responsibility
