Our philosophy is straightforward and simple.
We believe the best way to serve you is to develop a clear in-depth understanding of your financial goals and lifetime objectives. Armed with that information, we strive to create a living Lifetime Comfort Plan™ that will accomplish all that is important to you with the minimum possible risk. We address your situation holistically beyond just investments to include wealth enhancement to mitigate your income taxes; wealth transfer to help create your ideal legacy; wealth protection because you live in a litigious world; and charitable gifting for causes important to you.
Our principals are fiduciaries. As such, they must act at all times for the sole benefit and very best interest of our clients. Walter and Carol embrace this obligation because taking care of and looking out for our clients is not only the right thing to do, it is our top priority.
Take a light-hearted look at the difference between brokers and fiduciaries. The difference is revealed at the end.