Who We Are NOT
- We don’t want to be your friend. (although we are friendly)
- We don’t want to be your investment advisor
- We don’t want to be your tax advisor
- We don’t want to be your legal counsel
- We don’t want to be your financial planner
- We don’t want to discuss your life insurance in the locker room, at your country club, during your Thanksgiving dinner, well… you get the point.