Ours is a client-centered business. Our goal is for our clients to recognize at their very first meeting that they have been treated differently in our office. In the majority of our initial meetings we find that clients have simply not been well-educated on their financial planning, retirement income and investment options by other financial advisor professionals. We strive for our clients to be able to walk away from our first meeting with a better financial education AND the ability to better understand how that information applies to their current and future financial needs, particularly with regard to retirement income planning.
Each of our clients is unique. For us to be effective we find we need to ask as many questions of our clients as they do of us. Better understanding each client's goals and concerns allows us to better create a long-term strategy that our clients have participated in and therefore feel vested in. We value our relationships with our clients and look forward to sharing in their success.