Our Mission is to deliver professional integrated financial planning and advice, thus leading to better decision making and a stronger likelihood that you will achieve your financial goals and independence.
Our talented team of trusted advisors has a belief that the work that we do and the advice that we give will have a meaningful and positive affect on the financial well being of our clients.
Dave Roberts CFP. CLU. CHS, started in business as an insurance advisor in 1990.
With 25 years of experience Dave has a great perspective on this business. What matters to him is what matters to you as a client or potential client.
The focus of his business is working with Business Owners, Professionals and their trusted advisors. These clients find that Dave has helped to organize their insurance affairs, invest wisely, and plan for their families and business futures.
902-420-2808 | Contact via email
Rod Dickie, CHS, has worked in the family and business market for thirty years as a trusted advisor.
902-481-3298 | Contact via email