Conservative, pragmatic and proud of the way we do business
A commitment to professionalism
We believe education is invaluable to making sound financial decisions – both for you, the investor, and for us as your advisor. As we keep up with the evolving regulations and nuances of the financial services industry, we have sought out opportunities to continually hone our expertise and learn new and better ways to serve your needs. When you work with us, you’ll receive the personalized service you’ve come to expect, backed by the knowledgeable guidance of renowned industry organizations.
ChFC® - Chartered Financial Consultant®
Chartered Financial Consultants® (ChFC®) are financial consultants who demand excellence of themselves and their team. They embody this commitment to excellence by fulfilling the requirements for the ChFC® designation, which includes at least three years of experience in financial planning, completing a specified program of study and continuously upholding a high standard of professionalism. A ChFC® is able to evaluate your financial well-being, identify areas of concern and help you address them by developing and implementing a financial plan that emphasizes your financial strengths, while addressing your financial weak spots.
