Richard N Preston

If I called you today, would you be able to tell me how much life insurance you presently own, what type of life insurance it is and what your annual premiums are? Are you able to explain the costs and benefits of your current long-term disability plan with your employer? Do you have an annual savings budget? How aware are you about the value of the investment assets you own, how they are performing and how diversified your holdings are? Do you have a will and is it current?

My practice is devoted to helping successful professionals and private business owners both identify and achieve their financial goals. Throughout my career I have found that the vast majority of those I meet procrastinate about addressing their needs. Their lives leave little time for planning. Moreover, the market is glutted with products and financial professionals and choosing an advisor is difficult.

Our business is focused on providing overall risk management, wealth management and estate planning advice and solutions. Together with my staff we are devoted to building long-term relationships with our clients and making a positive impact on their lives and those they care about most by continually adding value.

We are not interested in transactional business. We are client centered. Call, email or fax and find out for yourself how we might be able to add value to your situation.