If someone is important to you, then they are important to us.
Over the course of our business relationship, you may encounter people you know who are going through critical financial events, who are dissatisfied with the financial advice they are receiving elsewhere, or who are just uncertain as to the economy.
Should you have a friend or family member who has these or similar questions, or simply needs financial guidance, we would be happy to meet with them, to answer questions and to determine if there is a mutual fit as to an ongoing financial advisory relationship.
If it is determined that we are not a good fit, we will do everything we can to point them in the direction we believe would be most beneficial for them.
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