Advocacy
- We act as an independent advisor placing your interests first
- We are not employees of a bank, insurance company, or wire house
- We help you and your family with processing claims
- We make appeals on your behalf
Integrity
- We perform factual analyses in a calm and measured approach for your best investment solution
- We honor our commitments
- We strive to exceed your expectations in everything we do
- Your trust is our most important asset and we strive to earn it everyday in everyway
Communication - Openly and Frequently
person answering the telephone during business hours
- Next business day response
- Prompt problem resolution
- Total transparency in compensation structure
- Informative newsletters
- Market-update meetings
- Face-to-face annual reviews
- We are your catalyst for getting things done
Knowledge and Experience
- We have the knowledge and experience necessary to give you the best financial advice
- All advisors have completed advanced studies
- Keep abreast of the latest products and services
- Study and understand financial industry trends
- Students of ever-changing regulations