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Sarge was known as the office mascot of McPherson Financial Group and was loved by many clients. He was often referred to as a “bear rug” because he wouldn’t get up when people walked by and preferred you walk over him. He also looked like a polar bear when he walked. He will be greatly missed.
and looking for investment guidance.
and looking for investment guidance.
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and need to plan for the next
stage of my life.
and need to plan for the next
stage of my life.
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and want to get the most value
out of my investments.
and want to get the most value
out of my investments.
"*" indicates required fields
You may have seen in the news over the last few years the ongoing battle that the financial industry is having over an advisor’s duty to their client. While some of the large firms and “big-box” financial institutions focus solely on an advisor’s duty to a client based on a suitability standard, our process encompasses a holistic approach during the financial planning process to put your, the client’s, needs ahead of our own.
We are an exclusive boutique planning firm that focuses on comprehensive financial planning services and retirement income planning. With our process, we take the necessary time to understand your individual financial needs and design programs to meet those needs. Our advisors have a fiduciary relationship with our clients and look out for their best interests.
As you start your relationship with our firm, we want to welcome you to the new standard in client experience in the financial services industry.
Our commitment to you as we begin this process:
We thank you for your time, and we look forward to showing you the new standard in financial services.
