We treat our clients like family. In fact, we don't even refer to them as "clients". We know their first name, nicknames, dog's name, their hobbies, dreams, and more. We listen to their concerns, hopes, desires and we paint them a picture. We roll up our sleeves and research, plan, and even add more to their next phase. We guide them, but never stop conducting. We are always looking for ways for them to maximize their wealth. In confidence, we share these stories.