On a quarterly basis, they meet to discuss domestic and international economic trends, interest rates, and individual fund analysis. Our professionals have the ability to take information from street sources and mutual fund companies and synthesize it into prudent, effective financial advice. As an independent firm, we are not obligated to endorse a specified family of mutual funds or investment services. Our incentives come not from recommending a prescribed set of investment alternatives, but from designing the best combination of services available in today's marketplace. The structure of our organization allows us to put the needs of our clients first at all times.
Personal service supported by an expierenced team is structured much like a group practice.
While our investment professionals operate on an independent basis, they can draw on the strengths of the group to relate innovative solutions for their clients. They share a commitment to staying on the cutting edge of financial developments through continuing education and by keeping abreast of current technologies. Decisions you make today are the foundation for your financial security tomorrow. Whatever your goals, we can help you achieve them by designing a customized financial plan.