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Why are you different?

Our clients have told us that we make them feel like they are the only client they deal with. They are always made a priority and because of this our service is always prompt, organized and well thought out. They know the best solutions have been chosen for them and we always have their best interests in mind.

Who do you work with?

We work with families and businesses. Reg works mainly with corporate clients who are looking for services like effective tax strategies, estate preservation and succession planning. Chris works with individuals and families who are looking for insurance to protect their families and a plan for retirement and helping their children with their education. We look forward to working with you!

How much does it cost to work with you?

Our earnings are based on providing professional advice to support your financial goals and success. When you succeed, so do we and your success is our number one priority. We share with our clients what we receive based on the many services we provide and we are happy to walk our clients through what we do for them and how we provide continued value.

What is your investment approach?

When developing your investment approach, we define your investment goals and choose the best strategy for your particular needs. Everyone has different objectives, risk tolerance and a unique time frame therefore there is no one investment approach that fits for everyone. The best approach is the one you are most comfortable with.

Will I have enough to retire?

The answer to this question depends on all the pieces of your financial situation. Your current situation; how much you spend, save and invest and how much you need to continue to maintain your preferred lifestyle in the future. How much you need to retire depends on what your dream retirement looks like. We make sure we fully understand your ideal retirement and help you set realistic goals to get there.

How often will we meet?

We will set up meetings throughout the year depending on your schedule and what you are comfortable with. Meeting regularly is important so we are up-to-date with your life. If life changes do occur we can make the necessary adjustments to your financial plan in a timely fashion.

Call (204) 822-6887