Andrew Beider

Over 3 decades of providing financial planning and investment services to people from all across America, has taught me many valuable lessons. The first of these is to treat each client as if they were my own family with the utmost of courtesy, respect, integrity, confidentiality and dignity. With one wife of 39 teriffic years, 4 grown children (3 married) and two children still at home and now 4 grandchildren. I have seen many changes in the markets, in our economy and in our country. Certain principles still apply. We work hard to earn your trust every day by listening and trying to understand your situation. There is no such thing as a foolish question from a client about their future. Ignorance of an issue is never bliss. It only causes worry that generally results in poor sleep and wasted energy over events that probably won't take place. I believe preparedness and planning are the best cure for the long term and recognizing the difference between events and trends is the best defense in the short run. My staff and I are here to help you feel good about the decisions you make by laying out your options. This allows you to see clearly the road ahead. We can bring the experience necessary on any issue or any challenge put in front of us to assist you and those close to you. Our enemies are mediocrity, inefficiency, and "it can't get done" attitude. You should expect us to bring fresh ideas and fresh perspectives to the table and to compensate us for our carefully thought out researched opinions and advice on your portfolios not for the trades within. Everyone of our clients is an individual in a custom tailor shop, not looking for a suit off the rack. In our store one size definitely does not fit all.Areas of Focus:ResearchEmployee BenefitsInvestmentsPublic SpeakingRisk ManagementStrategic PlanningCoachingRetirement PlanningBudgetsLeadershipEstate Planning StrategiesPortfolio ManagementInsuranceNon-profits