Why work with us?

Let’s not ignore the white elephant in the room.  

  1. The client’s best interest comes first. Always.
  2. Our experience. If you review our company tab, you should see that each person has experience and a passion for helping people.
  3. Non-biased recommendations. No corporate mandates. Our recommendations are what we believe to be right for you.
  4. We provide options and explain how they affect you, as opposed to telling you what to do and convincing you to agree.
  5. We don’t categorize people's needs so we may fit you into a predetermined box. 
  6. We are accountable for our suggestions and stand behind what we propose.
  7. We offer active client relationships. We set up meetings with our clients on a regular basis.  If something requires your immediate attention we call to discuss options.
  8. We are accessible. Our office is in Columbia and we welcome clients to stop by. Maybe to discuss a change, have an espresso, or just to chat, we are here.
  9. We are not pretentious. We understand what’s being discussed is important to you and feeling intimidated should not be part of the process. Our office culture is reflected in our attitude and the decor of the historic house where we work.
  10. We value our independence and pass that benefit onto you. We have the privilege of being able to propose what's appropriate for you; unencumbered by corporate memos. We are an advocate for the client.

Reach out to us for more information as we are always happy to discuss the many reasons to work with us!