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We are here to help.

We are here to help.

Are you concerned about a friend or loved one?  Has the global recession caused you concern about their financial well-being?  We are honored when asked to offer our guidance to your family and friends.  Our commitment is to treat them with honesty, transparency, and the highest level of professionalism.

Making the Introduction:

There are a number of ways for you to introduce our firm in a casual environment.  Invite them to one of our events (see our Events page), or if there is an immediate need, reach out and schedule a time for us to talk by CLICKING HERE.

  • Educational events
  • Social and Charitable events
  • Lunch and coffee meetings

**COVID-19 UPDATE**

Due to social distancing we have suspended our in person introductions.  We are hoping to resume them in the near future and for the time being are creating online educational events.  These events are usually recorded and a playback can be found on our YouTube channel HERE.