Our firm is actively looking for acquisition and merger opportunities. We have $250,000,000 of assets, about 60% of which are in recurring revenue/fee-based accounts and 40% in brokerage/annuity/alternative assets.
Our focus is on comprehensive financial planning. Each of our clients has a written financial plan. The investment recommendations spring out of what the financial plan dictates.
We provide a high-touch service experience with semi-annual and quarterly reviews typical for each client, focusing not only on investments, but tax planning, estate planning, and risk management planning as well.
We teach classes each month in our classroom style conference room. Our mission is to provide clarity and inspire confidence in our clients' and community's financial situations.