Our independence liberates us from affiliating with any investment or insurance companies, allowing us to concentrate on being teachers, instead of salespeople. There are no outside interests or incentives to deter us from maintaining our client’s interests first. We strive to emphasize transparency and enjoy educating our clients throughout our partnership that is focused on their financial well-being. We love serving our local community and truly get satisfaction from helping others. We are proud of the impact that we are making on our neighbors.
As an independent financial planning firm, we have selected Cambridge Investment Research, Inc. as our broker-dealer. They share our commitment to independence and provide us the platform to serve our clients. Cambridge has a history of excellence in the industry and produces added value to our client relationships.