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What Sets Us Apart?

Investment Management

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Comprehensive Financial Consulting

Company Retirement Plans

» Comprehensive Financial Consulting

We encourage our clients to regard us as their "Financial Confidante and Advocate."  While some clients simply engage us for quality portfolio management, others appreciate the comprehensive financial advice we are happy to dispense.  Many clients have common issues such as retirement planning, college funding, selecting appropriate insurance contracts and financing homes and automobiles.  Others face more unique situations such as business acquisitions or divestitures.  While we may not have expertise in certain technical areas to make the final decisions, we will help guide you in the decision making process.  Because we act always in a "fiduciary capacity," you can be confident that our advice is unbiased and in your best interest.  One caveat: We are obligated to deliver the message our client needs to hear, not necessarily what he/she wants to hear.  Please resist those occaisional impulses to shoot the messenger.