Our Credo

We believe our first responsibility is to all clients--husbands, wives, mothers, fathers and children--who use our services and products to secure their financial futures.

We must constantly strive to listen carefully to clients' needs so that our recommendations are matched to individual goals.

We must act responsibly and practice a strict code of ethics that allow clients to deem us trustworthy. 

We are responsible to the companies whose products we represent.

We must stay constantly educated on innovative financial vehicles that serve and protect our clients' retirement savings.

We must consistently seek a comprehensive understanding of the details of the products we represent.

We are responsible to our employees in that we respect their individuality and recognize their talents. Employees must have a safe, organized and clean work environment. They must be managed competently, given encouragement to excel and offered the opportunity to voice recommendations or complaints using just and ethical behaviors.

We are responsible to the communities in which we live and work. We must serve as role models of good citizenry and practice good works using honesty and integrity as our guidelines.