A personal note from administrative assistant Mona Casey

More than 90% of our clients came from existing clients who referred us. We would like to extend a sincere thank you for all your wonderful referrals in 2013.  We truly appreciate your trust.

As we move into 2014 we are looking to add 25 new household clients and again we ask for your help.

If you are speaking with someone who is concerned and is looking for the reassurance that comes with a second opinion, or could benefit from the one stop financial service that we provide, we would be pleased to speak with them.  We will work hard to ensure that the person you referred feels it is a wise investment of their time.

Every time one our your friends or family members becomes a YOU FIRST client, your name is entered into our annual draw for a fabulous Dinner Certificate at a restaurant of your choice.  Refer three clients or families and get an automatic $250. Dinner Certificate.