The health and safety of our clients and their families, as well as our staff, is our primary concern. As a financial services firm that primarily serves pre-retirees and retirees, we are especially sensitive to the needs of our clients aged 65 and older who are most vulnerable to the effects of the virus. 

Please click learn more to view the steps we are taking to continue to serve our clients while meeting our responsibilities to adhere to the recommendations of the Center for Disease Control (CDC) and other authorities.

Our senior citizens are those most at risk during the outbreak of this virus. Authorities have asked the larger community to assist our senior population. We know so many of you are anxious to do your part. Please click learn more to find several ways we can all help.