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Client Commitment

We place your interests first, acting with integrity and honesty, as we strive for excellence in every aspect of our relationship with you.

Our Client Commitment

  • Our goal is to work with individuals, families, business owners and executives who are motivated to seek out and implement the objective advice and guidance best suited to their needs.
  • We are dedicated to helping you protect and manage your assets, prepare for retirement and unexpected events, and develop a legacy that benefits your loved ones and future generations.
  • As your financial partner, we listen and respond to your needs using clear, simple language.
  • We offer personal service, seek to develop innovative strategies and pledge to lead you with great care along the path to pursuing your goals.
  • As independent advisors, we focus solely on serving your needs and acting in your best interest at all times. We have no obligations to investment product manufacturers and no cross-sell quotas or home-office directives that may lead to conflicts of interest.

Our independence is supported by LPL Financial, the nation’s largest independent broker/dealer.* The firm provides access to a comprehensive array of tools and resources for independent financial advisors, enabling them to provide objective financial guidance to their clients. LPL Financial has no proprietary products.

* As reported by Financial Planning magazine, June 1996–2013, based on total revenue.

Contact Us to schedule a no-obligation consultation to determine if we are the right fit for your financial planning and investment needs.