We want to be the leader amongst privately-owned insurance and wealth management firms in the region.
To provide all types of insurance and wealth management services to individuals and businesses by being knowledgeable professionals who can provide creative problem-solving solutions in a manner that reflects honesty, integrity, and fairness.
We develop strategic partnerships and provide consultative experience through relationships supported by a culture within the firm of direction, innovation, accomplishment, and reward.
We are constantly looking for ways to improve the technology we offer our clients, as well as the technology we use internally. In fact, our very own WealthLink program enhances the client and advisor experience like never before.
We are automated by being online with our major product partners and having a management system that integrates well with them, we can exchange accurate, real-time information and transactions.
We are electronic. By using an electronic filing system, we store our client information in a safe and secure system. Available to us via local or remote access.
We are remote. This allows us to operate from virtually anywhere. It's like pulling the office out of our briefcase.
We are beta testers. Working closely with our vendors we try new technologies out in exchange for our opinions. Technology is ever-changing; being on the cutting edge is the place to be.
We are green. Our product partners are aware of the wastefulness of printing and mailing massive amounts of unnecessary paper. We help pass this practice on to our clients. By utilizing electronic mail, it not only helps our clients keep their account information organized in their computers, it also saves mailing time.