Broker Check

I Have a Referral

Over the last 33 years, we have built a successful Financial Planning Practice, concentrating in the areas of Asset Management and Estate Settlement.  We set ourselves apart by focusing on strong, long term client relationships.  The heart of our firm is excellent individualized and timely care of our client’s financial planning needs.   I have six full-time assistants working only for me and my clients, to ensure that they receive the best possible service and care.  This high number of staff is very rare in the financial services industry, but it clearly illustrates the importance we place on client service.

Through the years, our practice has grown and prospered in large part to the many referrals we have received from our clientele. The time and resources I save in marketing allow me to spend more on staffing, and to spend more time meeting with and working for my clients.  All in all, client referrals are the heart of our growth and success, while at the same time, as important to your growth and success through better service and care.  Please use this form to refer us to individuals that you know, who may be business associates, personal friends, social contacts, or relatives, who would benefit from the services that we provide. All initial meetings are complimentary.

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