3440 Madison Avenue
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.
1. Always place the best interest of our clients above all else.2. Continually seek to maintain and improve our professional competence, knowledge, and skillsthrough education.3. All business and personal information pertaining to our clients’ affairs are considered privilegedand are held in strictest confidence.4. In order to enable our clients to make informed decisions, we fully and adequately disclose allfacts necessary.5. Maintain personal conduct that reflects favorably on the insurance and financial servicesprofession.6. Any replacement of an insurance or financial product must be determined to be beneficial forthe client.7. Abide by and conform to all provisions of the laws and regulations in the jurisdictions in whichwe do business.
Acres of Diamonds
Retiring the 4% Rule