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Client Experience

We offer a friendly and relaxed atmosphere when we meet with our clients.

We understand and are empathetic to the anxious feelings many people bring with them when they meet with a financial advisor for the first time.  You will be welcomed with a smile and a cup of coffee/tea if desired.  We enjoy what we do and want you to have the same experience.

Every client comes to us with different needs, and we do not believe in a “one size fits all” method of building financial plans.  If financial planning was that easy, most would find their answers on the internet or the library.  Our approach is to listen first, discover what is most important to our clients and only then are we able to provide guidance.  We need to understand your goals, concerns and expectations before we could ever put together a tailored financial plan.

Remember, we work for you. Every year we celebrate our successes at our Annual Client Appreciation, which is always the first Thursday in November. Hope to see you this November!