1. The colors red, white and blue are our nation's flag colors. They symbolize freedom; freedom of choice as it relates to the selection of investment programs we offer our clients. 2. The steps in the staircase are the financial steps we take throughout our lives to fulfill our dreams and desires: *Purchasing our first home *Sending our children to college *Retiring in comfort and style 3. "Serving You Step By Step" is the commitment we make to all our clients: to serve you in every aspect of your financial plan. 4. Our goal is to help our clients accumulate, grow and protect their wealth thus the rising staircase indicates a rise in net worth. 5. Red carpet service is the level of excellence we deliver to our clients and that is the number one reason for our success. |
Our Logo Defined |