WE ARE INDEPENDENT: And we mean that in the full sense of the word. We are not owned in any part by a financial institution that also produces financial products. WE BELIEVE IN PROFESSIONAL MONEY MANAGEMENT: We do not manage money ourselves. We work hard to find the best financial money managers/products for our clients from over 100 different financial institutions, be they Banks, Investment Firms, Life Insurance Co’s, Trust Companies, Pension Managers, or Credit Unions. Add to this a team that has over 200 years of combined experience in the financial industry, and you have a winning combination.