Summary
Q: How did your business start?
A: Paul had been a general agent and Betsy was agency manager with a large financial services company in Portland. After seeing how things were done elsewhere, we thought we could provide a better service to clients by becoming independent and offering a wider range of products and services. We started our business in April 1999. We affiliated ourselves with a first-rate national financial network and formed strategic alliances that give us access to quality financial planning tools as well as world-class investment managers.See the full content of this document
Extract
Financial Planners Focus On Family, Community
We now provide comprehensive financial planning and asset- management services to successful business owners, professionals and execu...
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