April 16, 2015

Money Management and Investments


We maintain all of your cash in federally insured bank accounts, money market accounts or Federal Treasury obligations unless you direct us otherwise.

Should the need arise for an investment adviser referral, we have built up a network of investment advisers and brokers to assist you in tailoring a portfolio to enable you to meet your personal financial goals and future needs.

We do not make any investment choices without consulting you in advance.