People who know our firm would agree that fundamentally, we are in the business of building long-term relationships for the betterment of our clients. Of course, we offer financial planning, insurance, investments and other financial services – after all, that is our business - but what we do is secondary to why we do it in the first place. Our primary objective is to help people accomplish the important goals in their lives.
How do we do it? By taking a genuine interest, having real (sometimes tough) conversations with our clients, and then helping take the necessary steps to move forward.
There’s no magic to it. Just sound advice that is custom-tailored to individual needs, plus some good old-fashioned caring for the neighbors, colleagues, friends and family we are also fortunate enough to call our clients.
“Our primary objective is to help people accomplish the important goals in their lives.
We want to see them grow their businesses, protect their families, send their children to college, and so much more.”
Our name is both a salute to the history of horse racing in our region, as well as acknowledgement of the potential to produce positive momentum in our clients’ financial lives.
We help our business owner clients address the challenges they face with regard to investment, tax, retirement and succession strategies. We also help them plan for themselves and their families.
Are you ready to speak with us about your financial future? Contact us today for a complimentary consultation.