We are a full-service investment firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.
Our branch is multi-generational and intends to be around decades from now to continue serving our clients. Our branch founder Sam Augustine, began his career in financial planning in 1969. In 2004 Angela Augustine, at that time already a ten year veteran, succeeded her father and is the branch's managing principal.
Our Strategic Partners like Securities America, Inc. and SEI, Inc. have provided valuable tools to help our clients. Using their latest technologies, especially the Income for Life and Wealth Monitoring programs, have become valuable assets. The investment concepts and the reporting for our clients to monitor their assets make these programs an outstanding package for all of us.
We believe the income distribution system we use is not only different, but once it's been seen, you can quickly identify with and understand it's comprehensive capabilities. There are few concepts like "Buckets of Money" to target long term planning, providing specific portfolios for specified use in the time periods selected.
Please call us if you have any questions about our firm or the range of financial products and services we provide.