the professional skills and attitudes that will promote long-term
relationships, repeat buyers, and new customers through referrals from
Various forms and combinations of financial
products and strategies are used to help protect and build towards
the customer's goals and objectives. We recognize that other professionals
may need to be involved to assist with some products and/or services.
Upon request, we would be happy to put
your business with a specific firm. We prefer however to use a
select number of organizations that we are comfortable with, and
confident that the guarantees and flexibilities are in place to
assist our customers in reaching their goals and objectives.
Our style is to
seek to understand you, your unique goals, objectives and circumstances.
Then we take the responsibility and work along side you. In a style
similar to Wayne Gretzky when he was asked what helped him become the
greatest hockey player of all time. His response was, "If I am the
greatest perhaps it is because I skate to where I think the puck will be,
not where it is." This statement has an influence on the manner in which
we work with you and make recommendations with regards to where you will
be as opposed to where you are.