Although 69% of Americans believe they have a high level of financial knowledge, only 24% are able to demonstrate even basic financial literacy, according to a study from the National Endowment for Financial Education. It is challenging to research and have access to current available data for those not involved in the financial field on a daily basis.

Today, more people are choosing to pay a fee in return for higher quality service, one-on-one attention, and advice personalized to their financial situation. Our concierge service model seeks to provide a program tailored to each individual or family’s need.

Please contact us using the form below. We are looking forward to answering all your financial needs questions.