Know who is working for you.
We are dedicated to providing high service standards to clients through a proactive and strategic approach.
Our team formed in 2004 and has expanded to include 14 staff, 9 of which are specialized advisors dedicated to serving unique client needs. Working closely with accountants, lawyers, and a team of professional experts, our team is committed to building a solid financial foundation for all, while tailoring to each client’s specific goals.
Daniel K. MacDonald
Financial Security Advisor
Let us guide you
Call us today for your free, no obligation financial planning session.