Our commitment to you starts with the first meeting. Through an in-depth discussion we will help you determine your financial goals and create an investment plan to meet your specific needs. This plan will be monitored continuously as your short and long term goals change.Because we believe in the balanced portfolio approach to investing, you will discover we strongly support a "conservative" plan. We believe that the safety of every clients capital is of the utmost importance.
The FCSI designation is the mark of a well qualified and trust financial services professional, its reserved solely for financial services professionals that meet the highest standards for advanced education, ethical conduct, industry experience and endorsement from peers.
