Why Choose Us We’re Experienced. Our financial professionals have been providing financial planning services for over 50 years, and have close to 100 years of experience between David Waters, Domenica Leitner, Matthew Rodriguez, and Andrew Arno. We're Responsive. Whenever you need us, we’ll be there for you. Whether or not it's your regular quarterly review time, we encourage you to call if you have any concerns. We're Flexible Clients expect strong recommendations from us and we provide them, but we also present alternative ways to work toward your goals. We're Creative There are many ways to approach a challenge, and with our exceptional knowledge of financial planning, insurance planning, and employee benefits, we can be very creative in finding your solution. We're Just the Right Size We’re bigger than the small firms so we can offer more services and buying power, yet smaller than the big firms so you can always get our personal attention. We're Passionate Advisors We’re passionate about giving you the best possible financial advice. We're Knowledgeable With our commitment to continue our education, you can be assured we use the most cutting edge techniques to pursue you financial goals.