We are a small family-owned business and specialize in personalized services. When you call our office during hours of operation, you will always get a “live person” and always a quick response. Because we are small, we know our clients well and they know us well, which provides for a unique experience in an automated world.
You may have heard Dick Grbac, CFP® say this – “every client-advisor relationship must have three aspects to make it successful. The relationship must be built on (1) TRUST (2) COMPETENCY and (3) LIKEABILITY.” We, as a firm, take pride in developing and maintaining all three aspects in our client relationships.