Broker Check

Our Mission

Why We Do It

Our mission is to get to know you as our client and understand your needs, wants, and long-term goals. Our team can develop, implement, and monitor a strategy that’s designed to address your family’s personal situation.

We understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you understand these challenges and formulate proper solutions through the planning process that help you achieve your dreams.

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

Code of Ethics


1. Always place the best interest of our clients above all else.
2. Continually seek to maintain and improve our professional competence, knowledge, and skills
through education.
3. All business and personal information pertaining to our clients’ affairs are considered privileged
and are held in strictest confidence.
4. In order to enable our clients to make informed decisions, we fully and adequately disclose all
facts necessary.
5. Maintain personal conduct that reflects favorably on the insurance and financial services
profession.
6. Any replacement of an insurance or financial product must be determined to be beneficial for
the client.
7. Abide by and conform to all provisions of the laws and regulations in the jurisdictions in which
we do business.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.
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Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.
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