Who Are Our Clients?

Currently our clients are a mixture of individuals and their families, as well as corporations.  Ages range from 18 to 88 years old and they come from all walks of life.  Something that they all have in common is that they are looking to learn about finance and how what steps they can take to help reach their goals.

These clients may fit into one of the following categories:

  • Individuals looking to build a plan to both protect themselves and their family and prepare for the future.
  • Corporations that are looking to make good financial decisions for the future of the business and themselves.
  • Review current insurance and investments.

 What do we do?


  • Learn what is important to you (personal situations, financial goals, etc.)
  • Answer questions regarding financial terms and options
  • Begin the information gathering process
  • Look into potential insurance and investments that are suitable for the individual, family or business.