We don’t feel that having a local radio show would make us any better advisors to our clients. Nor do we feel that sending mailings to people inviting them to dinner to hear another pitch to gain their assets is productive for our clients. We prefer to spend our time working with clients to offer a personalized financial plan, as opposed to spending time marketing, which is why we are introduced to potential new clients only through existing, satisfied clients and other professionals such as CPAs or attorneys.
Also, we feel that it is important that our professional staff have the appropriate background and experience to work with clients. Each of our advisors either has at least one of the following designations, or are working toward one or more of them: Certified Public Accountant (CPA), Chartered Financial Analyst (CFA) or Certified Financial Planner™ (CFP) professional. We feel this shows dedication to the profession and to a lifelong learning process.