Values Centered Around You

    For nearly 40 years, we’ve built our reputation for supporting our clients’ financial well-being with responsive customer service and attention to detail. We’re driven by our core set of values that keep us focused on who we are and why we serve you. They include the following:

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    Integrity is
    Everything

    Our word is our reputation, and our reputation is the core of who we are. We work diligently to build and grow trust with you through honesty and transparency. There is no hidden agenda or fees. Every question is covered. Whether those details are pros or cons, they are explained and answered. You deserve nothing less.

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    Independence
    is Essential

    As independent advisors, we’re free from arbitrary sales objectives and proprietary product constraints. We believe this is essential in today's environment to keep your best interests in mind. Our independence and fee-based service allow us to give you the focused attention and commitment that come from being a small business, combined with the resources and research capabilities of Commonwealth Financial Network®, one of the nation's largest independent broker/dealers.

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    Goal-Based Financial
    Planning is Key

    We work closely with you to understand and help define your needs. We build on that understanding to create a customized investment strategy and financial plan for the pursuit of your goals.

    Our Philosophy for Finding Your Solution

    Our experience has taught us that there are no easy answers to questions like:

    Where should I be allocating my assets?
    Am I saving enough for my retirement?
    How will I put my kids through school?
    How am I going to care for my aging parents?

    These questions can only be answered with a process that reveals the best possible solution from the available options. That’s why we take the time needed to:

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    Get to know you and your dreams, goals, time horizon, and performance expectations.

     

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    Educate you on the options available to pursue those goals.

     

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    Make investment decisions with you, not for you.

     

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    Provide periodic updates on the performance of your investments.

     

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    Stay in contact and encourage you to let us know of any changes that may impact your investment decisions.

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    Helping You
    Visualize the Big Picture

    Our approach is designed to empower you to make more informed financial decisions. We’ll help you visualize your financial future, so you can see how all the pieces fit together to form a comprehensive financial plan.

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    Your Sounding Board for Financial Advice

    We’ve provided our clients with unwavering guidance through numerous market cycles. Are you struggling with a challenging financial issue? Let us be your sounding board for the important financial decisions you need to make. We can help you see if you’re on track to reach your goals.