Experienced Professionals
Our advisers are dedicated to continuing education in order to assist their clients in managing family wealth for generations. Our advisers specialize in various areas of planning and will work collaboratively to provide the technical expertise necessary when more complex issues arise.
The various designations and credentials held by our Advisers include:
- CLU: Chartered Life Underwriter
- ChFC: Chartered Financial Consultant
- CFP: Certified Financial Planner
- LUTCF: Life Underwriting Training Council Fellow
- RICP: Retirement Income Certified Professional
- CPA: Certified Public Accountant
- MBA: Master of Business Administration
Personalized Experience
We know that no two individuals or businesses share the same goals or approach to achieving those goals. We take the time to understand where you and your business are today, and where you desire to be tomorrow.
BY FOLLOWING OUR 5 STEP PROCESS, WE WILL HELP YOU:
- Identify your current situation and your future financial objectives.
- Understand the options and alternatives available to you.
- Develop, implement, and monitor a program that will help you achieve those objectives through innovative investment and tax strategies.
The extensive resources available to us through our home office and affiliated companies allows us to match nearly any need or concern you may have with an appropriate product, service, or program.