Our Mission Statement

Serve First, Last and Always^sm
Our firm’s philosophy – “Serve First, Last and Always^SM” – was conceived over 60 years ago by legendary manager Stuart Smith and still drives our business today.

As part of this philosophy:
• We provide solutions and alternatives, but each client makes the final decisions about their own financial future
• Each financial plan is systematically reviewed to ensure it remains consistent with the client’s long-term goals and objectives, and is aligned with our changing world
• Each client receives confidential, highly customized, personal service

Abundant intellectual capital is one of our greatest strengths. Our firm’s resources are managed nationally, but deployed regionally and locally. Because we provide a deep level of expertise and resources, our financial planners receive consistent, high quality functional support that enables them – and ultimately you – to receive the very best thinking our firm has to offer. We utilize a team approach – anchored by our highly skilled advisors, who are responsible for managing all pertinent aspects of financial planning. Additional support is obtained, when necessary, from local and national teams that consist of industry specialists who have strong technical backgrounds in all areas of financial planning. This business model allows our financial planners a high degree of autonomy so that they can focus solely on assisting clients toward their financial goals.

Some needs are solved with financial products. Objectivity is the key to our process. Our open architecture platform gives our financial planners access not only to Lincoln products, but also to products from other highly rated companies, private money managers, thousands of mutual funds managers, exchange traded funds, individual issue stocks, bonds, TIPS, public and private REITs, and hundreds of fixed and variable annuity contracts.

As a company, we believe in providing our clients with clarity and solutions that help meet their needs. We believe that long-term relationships are more important than short-term gains, and will never sacrifice the former for the latter. Conviction in what we do; the courage to get our clients to take action; competency based on continuing education and training; bringing national resources together on a team that will benefit each client; and communication that builds understanding and trust – these are the key qualities of “Serve First, Last and Always^SM.” And these are the commitments we make to each of our clients.