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.