We have several core values that differentiate ourselves from other firms.
We don’t have a minimum asset requirement, primarily because we are by referral and we take pride in working with generations of families. We want to work with the youngest members of your family as they’re starting in the workforce. By starting early, we can promote prudent life-long financial decision making.
We communicate with our clients monthly, by phone or email, depending on their preference. We do this for multiple reasons. One, of course, is so that our clients can sleep well at night knowing that their accounts are being reviewed monthly. Two, we strongly believe in partnering with our clients which involves gradually educating them about financial decision making and trying to save monthly.
We do not sell any products, including insurance. We believe this is a conflict of interest. We are happy to advise as to what we think our clients should own but we do not sell it to them.