As an independent financial firm, our goals are always in line with yours. Your needs provide the foundation for our recommendations. No corporate agenda, just objective, personalized service and advice.
If you owned a shoe store and sold shoes in only a few average sizes, could you reasonably expect to meet all of your customers’ needs? What about a customer with a smaller foot or a slightly larger foot? A captive advisor is like the limited shoe salesman, unable or unwilling to sell a shoe outside of his standard inventory. As independent advisors, we are empowered to search the entire marketplace for products and services that fit your needs. We feel that this freedom allows us to serve your best interests efficiently and absolutely.