What Our Clients Say About Us

We appreciate the kind words of those we have helped over the years and we are grateful that we have been able to be a trusted advisor to so many families. We know that every client depends on us to protect what they have worked hard to accumulate and we will continue to provide them with advice and counsel for as long as we can.

Steve Stack and I met in June of 2004. Since then, I have enjoyed my ensuing prosperous financial advancement. His attention to my situation and his perseverance in helping me attain my financial desires cannot be underrated. all his suggestions and our discussions have been to my financial benefit. He helped me establish my family revocable living trust and still provides a personal, annual review of same. Steve’s responses to my questions and problems have always been prompt and helpful. I will continue to seek his counsel and have referred him to my daughter.

Norma H.


Dear Stave,

It’s an old saying, “if I only knew years ago what I know now”. Each of us face that issue time and time again. How important is it that we don’t wait to use the valuable knowledge we have. a good friend of mine told me this recently and it couldn’t be any truer. This world is one big deck of cards. There are deuces and there are jacks, queens and kings, and there are a few aces. I never looked at that principle for any purpose until now.

We invited you into our home a few years ago because of a need. The need was simple; a family insurance plan. If you haven’t figured it out yet, you are at the top of the deck. Aces weren’t just born but rather came about because of a desire to achieve that which they set out to achieve. Thank you for the added inspiration because it will help me in my desire for some very attainable goals.

Thank you
Larry O.