How We Conduct Business

Since our priority is to build quality long-term relationships, we need our clients to feel comfortable and confident in the financial decisions they make with us. This is why we take a respectful, educational approach.
We use a three-step process:

  1. No business is done on the first visit; but we do discuss concepts, gather data and information
  2. We do a Financial Needs Analysis and develop recommendations
  3. We return and present those recommendations