Richard N Preston

Our goal is to design, implement and service a plan of total financial security for our clients encompassing risk management, weath management and estate planning. Doing so requires an ongoing committment not just from me but from every member of my team. I consider my staff to be the foundation of my practice.

We understand that any plan will continue to change and evolve; your life is not static. Proactively meeting with clients on an ongoing basis to keep their planning current is a key component of what we do. Servicing their daily needs as they arise is equally important.

Each staff member is treated as a partner in the practice and understands that everything we do is about our clients. Our job is to continually try and add value to our clients in whatever way we can.