Ask most financial advisors what their philosophy is, and chances are good they’ll tell you about what they do – not what they believe.
We believe in the value of a prudent approach to investing, especially in today’s economy. This means:
We believe in the benefits of living frugally.
We believe that retirement planning should be a cornerstone of every financial plan.
We believe in the long-term benefits of equity investing in free markets and the importance of dividends and earnings growth as part of a long-term investment strategy.
While we believe in self-reliance, we also believe in helping those in need and giving back.
We believe in developing a meaningful relationship with each client built on trust, integrity, and a high level of personalized service.