The Client Experience

Don’t take our word for it, listen to what our clients say.

From the moment you walk into our office, you’ll know we are different.

We are here to provide a service, but it is much more than that to us. We work hard to earn your trust, and provide you with multiple resources, ongoing solutions, and a relationship unlike anything else you’ve experienced from a financial professional.

Prior to joining us, many of our clients confessed to being frustrated with their former advisors. A lack of returned phone calls, impersonal service, and high annual fees—while losing money it took them decades to save—prompted them to look elsewhere.  

We are known for our personal touch, and our relational approach to everything we do. You are important to us. Our goal is not to add more new accounts. We enjoy welcoming newly-referred prospects into our greater Client Family.  

We work hard to remember your name, and everyone in our firm will greet you with a smile and a handshake. We promise to return every phone call or email on the same business day (if not within the hour). Multiple staff members in our office are licensed to assist with your questions and needs, and we always encourage our Client Family to contact us with anything they need. If we are unable to assist you, we will refer you to another professional (such as an estate attorney or a CPA) that we know and trust who can help. 

We provide unbiased counsel that considers your needs, preferences, and concerns. And we are committed to continuing to serve you long after our solutions have been implemented.

With follow-up calls and emails, annual reviews, seminars, classes, Thom's blog, weekly radio show, and our website—we make sure our clients are informed. We care about those that place their trust and faith in us, and we pride ourselves in always looking out for our clients’ best interests.
Who Is Out Typical Client: Read the Case Study