Experience has shown us that people with the following characteristics are most likely to value our services and join us for a long-term relationship:
Recognize that true planning is about more than just money
Are looking to partner with an experienced, trusted, professional team to simplify and organize their finances
See the whole process of creating and executing a comprehensive financial strategy as important
Are not looking for the next "hot tip", but rather a disciplined, long-term approach to their investments
Understand there are no shortcuts to any place worth going
Are looking for personalized service
Care for family, community or something “bigger” than themselves