Why We Are Different

"Our customer service and attention to detail are what sets us apart in this industry. Retirement is a complex time financially and can be difficult to navigate. Our Retirement Readiness Program is designed to define your priorities, discover your opportunities, and help you achieve your goals. The financial services industry is filled with fee and commission-based advisors, but very few of them consider the steps beyond investing. To me, this is the same as a doctor prescribing a course of treatment without examining the patient. We believe in comprehensive financial planning, and our Retirement Readiness Program gives us the information we need to help you achieve your goals. Retirement is a process, not a product, and we are dedicated to helping you navigate this journey from start to finish. We're not looking for clients; we're looking for relationships." — Kevin Handford