In our agency, we take great pride in the quality of service we provide for our customers. We offer: - simple and low-cost engagements for those clients whose needs are singular, straightforward and simple - our concierge-level service to those who need our help to coordinate risk management, estate planning, fixed income management, Medicare choice advice, trust management, long term care planning, and tax planning strategies - top-down management of the numerous sub-advisors handling client assets This is the ultimate family-style office management for our clients. Our model resembles owning a professional sports team. We are the coaches who manage the players to achieve success. We are a multi-generational firm with advisors in their sixties, fifties, forties, and thirties. We regularly recruit new planners and train them to our system.