We Work for You
37 years ago, I began with the knowledge that the world is a complicated place and that to achieve financial security we need to be able to understand and mitigate financial risk to the greatest extent possible. I wanted our clients to feel like they have a real financial advocate on their family’s side. Fast forward to today, I still feel the same.
What we do?
We are qualified individuals that offer objective, independent and un-biased recommendations, tailored to our client’s goals and objectives. We provide personalized investment and insurance advice to individuals, families and business owners and where suitable offer conservative strategies and products.
How we do it?
We will start with an appointment to get to know you. We will review your personal and financial history and discuss your goals. From there, we will prepare an individualized plan for you that will help set you on the path to meet your short and long-term objectives. When appropriate we will refer you to other professionals such as Lawyers, Accountants, Banking and Real Estate practitioners. We’ll then work closely with you to put this plan to work, meeting regularly to ensure we remain current on your situation and to keep you apprised of things happening in the market that may affect your situation.
How do we protect you?
We work hard to understand your overall goals and objectives. If an account or policy is established, it is important that you know we have no access to your funds. We regularly attend presentations by individuals from all sectors of the industry to determine the quality, safety and reliability of the products and services that they offer. On an ongoing basis, we complete continuing education requirements. This ensures that we are staying current with topics germane to the financial, estate and succession planning process.
How do we get paid?
When we establish an account with one of the major providers we partner with, they pay us either a lump sum or annual service fee for establishing, monitoring and servicing your account. We will always ensure that you are aware of, and consent to the service cost associated with your account.
Your best interest always comes first. We have been servicing our clients since 1985 and hope to continue to do so for long into the future. Your trust is appreciated, and we understand that you rely on us to protect your family and resources to the greatest extent possible. We wish you a memorable season of giving and togetherness ahead.
-Don Stone