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As professional financial advisors, we continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, we have the experience and resources to meet your needs.
Stephen Telfer enjoys visiting with his client/individuals and families that are now mostly friends. Stephen is a caring individual who enjoys helping and educating. Let's plan to make the today, tomorrow and your future more comfortable.
Stephen likes to strategize with each client to help them establish a financial approach that is beneficial to their financial objectives.
Stephen offers insurance products as well as mutual funds and will strive to get the most out of your income and protect you against some of the risks life throws at us. His primary mission has always been helping clients achieve financial security through income replacement in cases of either premature death or disability through sickness or accident, or when circumstances or choice puts one into retirement. In addition to investment and insurance products, Stephen offers tax preparation services.
Stephen has no financial ties to any investment or insurance company and therefore has the freedom to offer solutions that best suit each individual, family or business. To complement our services, we work with individuals and businesses in various fields of expertise in order to provide clients with the highest level of assistance.
With 20 years of experience, Stephen has established relationships with clients from many different walks of life. He is committed to helping his clients find ways to enjoy the present and take care of their future at the same time.
Stephen enjoys music, swimming, travel, cooking, fishing and football.
Since 1989 Sharon has been working with individuals, families, and businesses to assist in achieving financial goals and protection from the unexpected. Being a wife, mother and grandmother Sharon is a natural caregiver who understands and works to help fulfill the hopes and dreams of others.
One of the keys to her success is providing information and education to assist in making smart decisions for today, tomorrow and the future.
Sharon provides a variety of choices for investing strategies, looking for fund companies with a record of strong management and those who strive to offer competitive opportunities for strong long-term growth as well as those offering guaranteed options.
Being in the financial community for over 25 years has provided Sharon with the experience and training to recognize it's not all about the money though that's an important tool. It's about "What's most important to you and your family?" "What are the strategies you and I can put together to ensure a benefit now and in the future?"
As an independent advisor, Sharon has no obligation to one financial or insurance provider and therefore has no bias in recommending one product over another. Taking a holistic (one-stop) approach to her business, Sharon aligns herself with other professionals in order to meet the needs of her clients.
Sharon works with a diversified team, centered on relationships, service, education and doing "what's right." When not visiting with her clients or meeting referrals she is busy with her family and church in her pursuit of spiritual, educational and personal growth.