Our Mission Statement

We believe in placing our clients best interest first. 
Therefore, I am proud to commit to the following five fiduciary principles:
 I will always put my client’s best interest first.
I will act with prudence; that is, with the skill, care, diligence and good judgment of a professional.

 I will not mislead clients, and I will provide conspicuous, full and fair disclosure of all important facts.

 I will avoid conflicts of interest.

 I will fully disclose and fairly manage, in my client’s favor, any unavoidable conflicts.

I suggest that those who are not our clients, to copy this statement and ask their financial advisor to sign it.  If they refuse --call us to arrange an initial, no cost visit to learn the difference a Fiduciary can make.