Our Philosophy The driving factor in our agency is putting our clients' best interests first.Our independence allows us to put our clients' best interests first and that allows everything that follows to be possible. We truly believe that education is the first step to success. If both parties do not understand the plan, it's not much of one. If the plan is not understood, the entire foundation will be shaky. Not only will the relationship not last, no one will be happy. We want to make your financial life make sense and to we hope you will meet with us to see how we can help.