In 2009 we commissioned one of our clients to create a custom sculpture for our office - the Dancing Bear. Shortly after the sculpture was completed, our client was diagnosed with cancer. Since then the sculpture has taken on even more significance to our team, reminding us that every day is a gift.
We believe in educating our clients on the importance of not just planning for a secure future, but planning for the unexpected. This creates a balance that ensures our clients and their families can enjoy every day to the fullest. We work closely with them to create a customized plan that supports their quality of life and financial future, while providing the necessary security should anything go wrong along the way.
Through proper planning, sustainable spending and essential insurance and risk management, we can all strive to be as happy as our Dancing Bear