About
We are committed to providing objective and independent financial solutions in an efficient and courteous environment and backing that with personal friendly service by professionals.
Our training and experience is broader than you will find at most, if not all banks, where the focus is primarily on sales and asset accumulation. With slight variances all of our planners have certification in areas dealing not only with investments, but also with life insurance, estate planning, employee benefits and the various degrees of pension planning and retirement income. Every person on staff is qualified in at least one discipline. We have performed strong leadership roles in industry and community organizations for years and that experience has paid off for client