Our Philosophy

“Serve, First, Last and Always℠.” The essence of this philosophy is that in all client engagements, regardless of the circumstances, we help our clients take the actions necessary to put their financial affairs in the appropriate order. Our “Serve First” philosophy – which was conceived over 60 years ago by legendary agent and manager Stuart Smith – still drives our business today. As part of this philosophy:

• We provide solutions and alternatives, but each client makes the final decisions about their own financial future.
• Each financial plan is systematically reviewed to ensure it remains consistent with the client’s long-term goals and objectives, and is aligned with our changing world.
• Each client receives confidential, highly customized, personal service.