OUR DIFFERENCE is seen in the details

Finding the right advisory team to serve as your trusted partner is essential for your financial independence and well-being. Here are the ways we stand out – and the reasons why you should give serious consideration to our group.

Our financial capabilities

Our advisory team has more than 25 years of combined experience in the financial services industry. Members of our team hold professional credentials such as Chartered Retirement Planning Counselor^®, MBA and PhD designations, giving us added experience and knowledge in evaluating and making recommendations to our clients.

Additionally, Robert Douglas, Senior Practice Marketing Associate, retired from a leading oil and gas company after a 38-year career. Our team’s experience and Robert’s intimate knowledge of the industry give us a comprehensive understanding of various types of benefit plans and the issues specific to your retirement.

Our comprehensive approach

Our team prefers to work with clients who need and value a comprehensive financial plan, one that addresses every part of their financial lives. From questions on 401(k) options and pension plans to buying cars and funding a grandchild’s college education, we’re here to help. Our thorough discovery process and ongoing communication help us identify what’s important to our clients and personalize and maintain a plan that fits their lives.

Our client relationships

We’ve built lasting bonds by getting to know our clients personally, understanding their goals, being consistent and transparent in our communications and proactive in responding to their needs and concerns. Because of this, it’s quite common for our clients to become personal friends.

Our clients appreciate the level of personal service we provide and relationships we have built together. In developing strong bonds over the years, we appreciate the loyalty and trust our clients place in us. It’s a legacy we plan to continue for a long time to come.

Our values

We have a work ethic and sense of responsibility that mirrors our clients. We believe in serving others well, and in doing what we say we will do. We believe it’s always important to remember that our clients’ financial documents are not just numbers on a page, but represent somebody who is important to us. Finally, we believe in doing all we can to make the best decisions for our clients, in the financial guidance we give and in the investment advice we offer.