Protect your Family, Plan for your Future

I got everything I was expecting and the quality of service was exceptional.
- Dan Mark C. O.D.

Your program was designed specifically for the optometry profession. I appreciated that you dealt with me as an optometrist, and not as a generic profession.
- Ian C. O.D.

I didn’t feel like I was being sold something I don’t need. They made me feel comfortable enough to ask questions without worrying it may be a silly or dumb one! They are very approachable and personable.
- Sarah S. O.D.

I did not expect all the financial planning advice they gave me. I didn’t know about a lot of the products available for investments and how to use them in my financial planning for future events, like buying a house and planning for having a family.
- Andrea L. O.D.

They are very professional during the whole process and answered all of my questions respectfully. They were very prompt at responding to my emails and scheduling appointment times. I never felt like they were trying to sell me more than I wanted/needed.
- Kyle K. O.D.

Charlie & Taylor not only provide professional advice; they are personal, honest, and quick to respond when needed.
- Garry and Kerry S.

Charlie and now Taylor have supported us with our financial planning and investments for over 20 years. They have given us well-researched advice that fits our financial goals to a T! They have never steered us wrong and have always shared both good and bad news to aid our decision making and we would recommend them to anyone. Thanks for all you do!
- Deborah M. & Peter R.

We found and still find Charlie and Taylor to be very knowledgeable, current in relation to the market trends and projections and as a result have provided us excellent advice. Charlie and Taylor have made us feel at ease in times of market turmoil and adjusted our portfolios to maximize our return. Over the years as our needs and wants have changed, Charlie and Taylor have been able to adjust their approach and provide us professional and detailed advice. We trusted Charlie and now Taylor with our financial future and security and cannot be more pleased with the advice they have provided.
- Kim and Doug M.