Our Firm

Our company started over a quarter of a century ago with STEWARDSHIP as our driving core value. We believed then and we still believe today that people need to take control of their finances and do the best job they can with what they have been entrusted. Our PURPOSE is to educate our clients about financial products, so that they can make better, more informed decisions. Our logo of, "Opening the door to a better Understanding," came out of our purpose. Our MISSION, then is to develop Comprehensive Financial plans that will give our clients a road map to financial success. This includes not just developing the plan, but monitoring it on a regular basis to see that the strategies are fully developed and implemented. Our commitment to you is that no stone will go unturned, no strategy or tactic unlooked at to try and see your financial situation enhanced.