Historically this has been one of the absolute bright spots of my career. In our growing concern over privacy, I have switched publication methods of our clients achievements to our twice monthly success stories. To honor everyone’s privacy, these stories go out to those we meet and add to our database. we do not purchase lists, or do tricks n traps to grow our list of the people we know.
Each person is the result of meeting, a hand shake, a referral. Organically grown into being a member of our family. You may email me and request copies of past stories we have published. I do not provide names and numbers as I am certain you do not wish people to be calling you for a personal business referral every few weeks.
For unsolicited comments see our Yelp page and visit us on Facebook. Enjoy your day, and call us. We are ready to work with you onto the next step of your wealth growing journey. Wherever it may take you, we hope to be there with you.