The Difference

Surrounded by lakes, hiking trails, and beauty, living and working in idyllic small town communities with a large tourist population gives us a unique perspective. We understand the importance of strong relationships, dependable face-to face service, a positive reputation, trust, and integrity. We also have the opportunity to work with a variety of clients that are planning towards their dreams of traveling, owning vacation homes, and retiring to their favorite place. These unique perspectives and experiences help us meet the needs of our unique clients. We provide state-of-the-art financial plans with small town service and care. And that’s the difference.