Knowing our Niche

What is our niche?

Our Niche is the “Confident Planner.”

What is unique about our business?

We get to know our clients on many different levels; their needs, dreams, fears, goals, faith and their life story.

What do we want to be known for?

We want to be known for knowing what we are doing, that we care deeply for our clients and that we are invested in our community.

What makes us credible?

First, we listen to you without the intent to reply. What also makes us credible is that we do what we say and by the time we say it will be done. 

What is our value proposition?

Our value proposition is that we are not all things to all people who need what we offer.  We are very selective in whom we choose to work with and we are passionately committed to their success.