Diane Sher, CFP^®

Our corporate slogan -Shared Vision; Sound Advice - tells you much about us. 

Shared Vision is critical to your process.  So, we:

• Take the time to listen, every time we meet
  
  
• Gain an in-depth understanding of your unique hopes and dreams, as well as your concerns and needs

Sound Advice is necessary for your success.  We will

• Employ a time-tested investment discipline
  
  
• Implement strategies for diversification of your investments
  
  
• Take the time to educate you about your options, so you can make informed decisions

When it comes time to manage your finances, our mantra is simple: "Do what's right for our clients". Therefore, we pledge to

• Perform extensive research and maintain the technology needed to provide you confidential, timely and accurate information 24 hours a day
• Be objective in product selection and have as our goal minimizing your expenses and your taxes
• Communicate with you on a regular basis
• Take the time to provide exemplary service that will hopefully exceed your expectations

With more than a quarter century of service, we are dedicated to understanding and sharing your vision and committed to our goal of delivering sound financial advice.