Our Resource Partners : Payne Financial Services, Inc. Servicing Veterinarians through the AVMALIFE, American Veterinary Medical Associations Life Insurance Trust.

Our Resource Partners

Small enough to care, large enough to meet your needs.

While we focus on building relationships, we also pride ourselves on having deep roots and wide branches in the financial industry. We have some of the most financially strong and stable resources available today.

Our Resource Partners

Some of our partners that we feel are strong enough to meet the needs of our clients while being small enough to care.

We have partners that bring to the table some of the strongest financial resources. It is not just about strength but also about character, customer services and resourcefulness. We want to bring the best resources to the table to meet your needs. Just because we are small, don’t think we don’t have resources.

More Partners

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Who We Are

  • Passion We act and work with passion for the wellbeing, happiness and financial success of our clients
  • Specialized Knowledge We relentlessly develop our expertise as it relates to the needs of our clientele
  • Superior Client Service We treat clients as part of our family and provide sincere and reliable teamwork for them
  • Communication We provide clear, concise and consistent communication to our clientele. We believe in being radically transparent and honest with our clients