“The most important thing we do is help clients navigate the many tax, estate, insurance and investment challenges. 

And when questions and challenges arise, our goal is to be your ‘First Call’ – the first team that the client will reach out to for assistance and information.”

- Barry Nightingale

“Our primary focus is helping you reach your financial goals.  We develop a long term, holistic approach, synchronizing multiple financial functions.

We don’t chase the most recent fad or yesterday’s ‘good idea’.  Like the tortoise and the hare, a steady approach over time usually wins.”

- Gordon Crom

“I enjoy watching a client’s eyes light up once we have a realistic plan to reach their goals.  The only thing better is celebrating with clients when they reach their goals.

Regardless of the goals, helping people achieve those goals is the reason I love being a financial advisor.”

- Debbie Nightingale

“A key element to our client’s success is our emphasis on education during the financial planning process. 

We break down complex concepts and tailor our teaching to the clients’ specific situation.  When clients have clarity, they feel confident in their financial decisions and future.”

- Sarah Lewis