Are you receiving the personal attention and communication you deserve from your financial professionals?
Is the amount and current rate of return on your retirement savings sufficient to meet your long-term goals and needs?
How do you feel about the level of the month-to-month variations in the value of your investment accounts?
Have you adequately hedged yourself and your family against unforeseen and potentially catastrophic future expenses?
If you cannot answer yes to all of these questions ... consider the four major differences listed below which qualify us to assist you in best meeting the financial challenges you face today as well as into the future.
Our Advisors are fully committed to frequent personal communication with our clients and to the continuous monitoring of their investments. We have instituted limits on our future growth thereby ensuring on-going personal attention.
We devote considerable time and effort in determining our clients' goals and needs by really getting to know them on a personal basis. This allows us to gain an in-depth look into each client's financial situation and to prescribe appropriate investment strategies with the aim of meeting or exceeding expectations.
Our investment strategies are very moderately conservative and broadly diversified* with the primary focus on preservation, and the responsible growth potential of your hard-earned money.
We are dedicated exclusively to addressing the entire scope of our clients' financial planning and investment management needs. These include health and long-term care concerns, liability issues and risk management considerations.