As a fourth generation, family owned financial company, we know the importance of family and how your investment strategy affects your goals, dreams, and loved ones. We've been helping families work toward their financial goals for over 60 years. Our purpose is to empower families in discovering their true purpose for money by transforming the investing experience, leaving them with fulfillment, freedom, and love. Our mission to save the investor from speculating and gambling with their money by creating the ideals necessary to recapture , reclaim, and realize their American Dream. Our core values are Honesty, Integrity, Coaching, Education, and Accountability. We remain true to the Fiduciary Standard - that in all circumstances we put the needs of our clients above all other considerations. The realization of your dreams matter and we commit ourselves to that end.