Ten Points

We hope this website's contents have been valuable and provided you with meaningful information. We also hope it has opened your thought process to what is truly important and what matters to you. There are tens of thousands of financial advisors and firms. It comes down to whether they share the same values and life qualities you seek.

In philosophy, a concept known as the "Theory of Everything" or ToE is an ultimate, all-encompassing explanation or description of nature or reality. The goal is related and devoted to studying the fundamental nature of knowledge, truth, and existence.

We will not attempt to delve into that discussion. However, it would be best if you were mindful that when you seek to employ a financial advisor, hopefully, they will be able to articulate or elaborate on some of the points below. It is your everything! Much success to you and yours.

Ten good reasons that make us stand out:

1. Experience – Over 30  years

2. Investment Philosophy – Structured and designed for you

3. Ethics – We believe in the character and being responsible for our actions

4. Type of services – We provide an extensive financial services platform

5. Investment advice – What most clients are looking for

6. Planning advice – Financial, Retirement, College, Business, and Estate preservation

7. Investment recommendations – An extensive list to help you meet your needs

8. Insurance recommendations – Annuities, Life, Disability, Health

9. Insurance advice – Best-in-class providers

10. Money management – We are managers of wealth and money 

Our only goal is to accomplish the task with good choices and cost-effectively!

"A commitment to people first..."