In this 21st century we have become more sophisticated, and wiser as citizens. We have the world at our fingertips and we are quick to exploit the opportunities to gain knowledge and understanding.
In the modern world of banking, insurance, investing and trust planning it is not a shake and bake world for most of us.
In this fast and ever changing world we need advice that is sound and based on solid understanding, good practices and common sense.
We welcome your inquiries to discover if we are a good fit for you.
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