Our Firm

We have dedicated our careers to assisting people in pursuing their financial goals. Since we opened our doors in 1993 we have worked with individials and businesses to define their goals, review their current plans, implement strategies and monitor their progress in working towards their financial freedom.  Our firm has always operated on the premise that the client comes first. That is why we have dedicated our model to be an independent firm, representing the products of hundreds of different insurance and investment companies. Therefore, we are not obligated to solicit one company's product; we search the industry to find suitable tools to meet our client's goals.  Our mission is to have a professional organization, with the best possible service for our clients.  We do this through knowledge, innovation, and expertise in the financial world. In short, we want to be the “trusted advisor” to our clients, prospects, and friends. We realize that we are in a service industry and that we must stand apart from the rest of industry. Without our clients’ trust and business there is no need for our service. We strive to give our clients and community the best service possible.