NEWSFLASH! The future is uncertain. Is this really news? If not, is it worth making a decision that locks up all your hard-earned savings for the rest of your life? We don’t think so, and we don’t rely on fear or intimidation to convince folks to make an investment decision and put money in our pockets. Nothing regarding your finances is so important that it has to be decided right now, and no company that wants your business can’t extend a deadline even 24 hours if they really want to work with you.

Working “with” you is the key. Nobody has a crystal ball. We pride ourselves on finding investment solutions with maximum flexibility. We don’t put our clients in proprietary products or investments with early-withdrawal penalties unless that’s exactly what’s appropriate for them. Yes, we can sell all those things too, but we seldom find them the best solution for the clients’ specific needs. You deserve to be treated like an individual, not a contract or policy number.

If you’re worried about the future, call us. Together we’ll work out an investment plan for you that can relieve some of your fears. The conversation is free and there’s no obligation, and there’s never a high-pressure sales pitch.