We are relationship focused
You're the boss
We are very selective about the clients that we choose to work with. We know that these are long term relationships and that engaging the wrong client is not what we are looking for.
Our clients are actually our bosses and we have the luxury of only choosing the bosses we want to work for and spend time with.
We take our work seriously...
We are here for you
We are not under the pressure of a quota or any earnings requirements. We are also not swayed by the product offerings of a large firm or insurance carrier. We are allowed to shop the market for what is best for our clients. Our investment philosophy is to work on a long term, fee-based approach.
Most of our clients are charged a small percentage of their account on an annual business and that is how we are paid. Our philosophy is to manage any conflicts of interest that may arise from transaction, commission-based business models.