What Makes Us Different?
We Are A Referral Based Firm
Our clients come to us by referral from existing clients, their attorneys or their accountants. Most financial advisors are required to spend nearly all of their time finding their clients. As a result, they can effectively represent only 1 or 2 companies, and can only offer their clients choices from what those companies have to offer. Being a referral-based firm allows us to take the time to continuously research multiple options for our clients. It also allows us to provide you with a level of service that you have never experienced before. It’s a simple and effective business philosophy. We’d rather spend our time doing the best possible job for you, and taking the best possible care of your ongoing needs, than spend our time looking for new clients.
What Our Being A Referral-Based Firm Means To You
We earn being a referral-based firm by considering your best interest in our recommendations to you, even if that means passing on an opportunity to do business with you. Our objective is not to complete a transaction and move on. We provide our clients a level of ongoing service you’ve not experienced before. We are attentive to every detail that can help you protect, and get the most from, your savings. This includes continuous access to concise information you can use to make decisions that are comfortable for you in managing your savings. Our dedication to your best interest allows us to be a referral-based firm.
No Cost To You
We do not charge you any fees for our services. We are compensated by the providers of any accounts or services that you choose to use. Your accounts are opened directly with the providing institutions, and every dollar goes directly into your account, without any deductions. In return, we only ask that, if we keep all of our promises to you, if you’re completely satisfied with the choices we helped you to make, and, if you’re comfortable with the process through which you made your choices, then you’ll refer family and friends to us.