Financial advice is easy to come by, but finding sound financial advice from an independent advisor is a more difficult task. Not all of those who offer financial advice are independent.
What is an Independent Firm?
We are under no obligation to represent or use specific financial products or instruments produced by any firm. We can provide financial tools to you from a broad array of national resources. That means we offer advice, based on your needs, with no obligation to proprietary products.
Advisors who are employed by some of the larger firms may be required to recommend products produced by their firm, which may not always be the best fit for their clients.
Rigorous Due Diligence and Research - All of the financial resources, products, and tools we present to you are thoroughly researched by our broker/dealer. In addition, we make sure you are completely educated and understand any recommendations we may make. We want you to make informed decisions about your money.
A Comprehensive Relationship and Structured Strategy - Firms like ours are relationship-oriented, not transaction-driven. We take the time to understand not just your financial situation, but your values and vision for your future.
In Good Times, and Not So Good Times - Life is not static, and the single most important thing a financial firm does is communicate constantly with you. Not just when things are good, but especially when things are not so good. We don't disappear when things get tough.
In June of 1975, Pete began working in the financial services industry one week after graduating college.
"Very early in my career, I realized that the key ingredient to this profession is SERVICE. It has been said often that 'people don’t care what you know unless they know that you care.' I knew then that the key to having a successful business was to put the needs of our clients first. After several years with large companies, I started my own business. I wanted to focus on building lasting relationships with and working for my clients. In 1983, I attained a Chartered Financial Consultants designation.
For over forty years I have been blessed to serve so many businesses and families. I am so grateful that God has granted me the honor of working with so many wonderful people. I love helping our clients solve problems, overcome financial challenges and achieve their goals. Our clients truly become our family. Since the beginning, we have spent the time necessary to get to know our clients so we can provide the best service possible and earn the honor and privilege of our clients' trust." - Pete