Broker Check

620-276-3437
1521 E Fulton Terrace
Garden City, KS 67846


Services

Understanding - It is important that, as financial counselors, we fully understand each of our clients before we customize a strategy that integrates all aspects of the client’s lifestyle. We identify personal and many times business needs so we can craft a specific strategy that addresses long-term objectives. 

Solutions - We seek out solutions that are crucial for pursuit of our clients’ lifestyle objectives. 

Planning - We develop plans that are appropriately diversified and allocated, in an effort to manage and reduce vulnerability to market fluctuations.  

Focus - We help our clients remain focused on their long-term financial goals through a process of monitoring and reviewing client plans on a regular basis.