We offer a full range of investment services to meet our clients needs including:
- Investment Management
- Cash Management Accounts
- and Financial Planning
We also work with some of the finest financial institutions in the country. We are particularly proud of our relationship with our independent Broker Dealer – ProEquities, Inc. Over many years we’ve found them to be faithful stewards of our client’s assets, and truly concerned with providing outstanding customer service. We consider Loring Ward, one of our third-party money managers, to be elite in the field of investment management and we utilize their services whenever possible.
To service our clients in the most effective manner, we seek to form strategic partnerships with CPA’s, attorney’s and other professionals. This allows us to address a client’s entire financial picture when putting together our Financial Planning for Life system.
LIFE is our financial planning philosophy – Listen, Individualize, Follow-through, Enhance
We’re pleased to provide some helpful videos.
Click the video player play button to play each video.