Broker Check


We've done this for quite a while and we are clear that a significant portion of our client base have a lot in common. The people who most enjoy working with us can be described as having many if not all of the following traits:

  • Over the age of 40
  • Feels financially responsible for love ones and family members 
  • Lived in the same house for 10 or more years
  • Strong family values
  • Desires to be visible and active in the local community
  • Active participants in Company Retirement Plan
  • Perceives themselves as having multiple financial planning situations