FAQ’s

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Questions always come up, especially when planning for your financial future. We’ve compiled some of our most common questions here, for your convenience, but we’d be happy to answer any others you may have.


  Why should we choose you?

We’ve been helping thousands of individuals make smart financial decisions since 1978. Playing the long game, we see past trends and have developed core principles to securely manage your personal finance. At our client events, we’re thrilled to hear from our attendees how our work together has benefited their lives. A large volume of our new clients are referrals, which is proof of the good feelings our clients have about our work.


  What if I don’t know anything about personal finance?

Retirement Planning is not a mystery novel like some might you have believe but it has become complicated. We help you navigate this important life process in clear and plain english. Working together, we discuss and review your finances and a create tailor-made plan to serve you. You can check out our website Resources (hyperlinked) for free informational workbooks to get you started.


  Do you work with singles, couples, and families?

Absolutely! What we’ve learned over the years is that money doesn’t come with an owners manual. We work with singles, married with and without children, divorced, domestic partners, multiple marriages with extended families and the list goes on. Our plan is based on your financial information and needs – it is customized for your situation.


  Why do I need a professional? Can’t I figure this out on my own?

Well, you can try! Our clients come to us, and stay with us, because we help them sort through all the “noise” contained in various media sources today. Helping our clients keep their emotions in check and seeing them through both the highs and lows of the American economy is one our most valuable services. Life is unpredictable, and our planning give our customers a special extra measure of security and comfort.


  How are you different from other advisors?

Values: Honesty, Respect and Dedication.
Experience: Our firm’s collective experience totals over 150 years.
Family: We are family owned and run, and we want our clients to feel like family too.


  Will you hold my money?

No. We act only in the capacity as your advisor.


  Is my information secure?

Yes. Your privacy and security are our top priority. We use multiple levels of security in all of our business practices. We will never sell or distribute your email address, user name, password or any identifiable information about you or a family member, ever.


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