Our Business Philosophy

It is our mission to see our clients achieve their retirement goals. Our goal is to be the premier advisors for personal retirement planning and cutting-edge benefit planning for small businesses in Upstate New York. We measure our decisions by five guiding values: Independence, Competence, Service, Trust and Legacy.

 

Independence

We believe in being independent advisors, free from product-pushing company quotas, but having true freedom to select insurance plans and investment programs that align with our convictions and meet our client's needs.

We own our business and are not employees of a bigger firm.

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Competence

All of our staff becomes appropriately licensed in their area of discipline and stays committed to continuing their education.

We provide services in our areas of competence and will refer to and work with other professional advisors whenever needed.

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Service

We desire to glorify God in all we do, recognizing all of our abilities come from Him. Therefore, we are to use them wisely for serving others.

We value each and every client and do not impose minimum account sizes.

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Trust

We understand the value of a trusting relationship, yet we never take that for granted, but strive to merit that trust through our commitment to excellence.

We select our vendors based on their track record, the value they bring to our clients and through relationships of trust.

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Legacy

It is our privilege to help our client's develop legacy plans and to assist their loved ones through times of transition.

We have made provisions for business continuity in the event of a partner's death or disability so that clients can count on continued guidance consistent with our philosophies.