Our experience has been that most people don't know what to do with their money. Growing a portfolio is important, but there's so much more. Is your tax situation being considered in the planning? What about the possibility of severe market corrections, or the need for long-term care? Are you comfortable with the answers you're being given?

The financial industry, as it exists today, doesn't make it easy. Much too often brokers and advisors are only interested in making a sale or pitching a product in order to earn a commission. Our process is designed to be different. We don't try to sell you anything or have hidden fees. And our customer service (remember customer service?) is one reason why referrals are our chief source of new customers.