We currently require an Investment client to either be willing to set up a systematic Investment Plan allocating a minimum of $250 per month, OR have $100,000 in Investments. Our primary reason for this, is to engage the Investor in the investment process and for them to realize, that if they want to accumulate real assets over time, they need to actively participate in growing their accounts through up and down markets, and to take advantage of the inevitable volatility that has rewarded many long term Investors. This process, also called dollar cost averaging increases our chances of having a successful outcome.**

We do have a team of advisors who can assist clients with smaller need's, please email or call for your specific needs.

**Periodic investment plans do not assure a profit or protect against a loss in declining markets. Such plans involve continuous investment in securities regardless of fluctuating price levels.

We do not have any minimum requirements for clients needing proper advice on Life Insurance coverage. Proper Life Insurance (both coverage & type) are such an important part of someone's overall financial planning strategy, that I will gladly work with anyone's needs. We have a team of specialists, and work with many companies to find the best fit for your needs. Remember Life Insurance is primarily for the one's you leave behind, not the one actually insured. How would your child get through college, or your family or business survive if the "rainmaker" died - think about it.