We have many years protecting our clients’ financial futures. Ask us about: Life insurance, Annuities, IUL, Social Security reviews. We can access many different products so you can get the right one for you.
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If you have saved for retirement you don’t want to have to worry about losing your “nest egg”. Let us show you how we can protect your principal and provide you with worry-free retirement income.
We don't sell products. We provide Financial Advice.
This means, our strategic financial plans are only influenced by your needs.
Our clients are the most important stakeholders to us and are not just a means to an end.
What we do.
We can help with all your financial advice needs, whether your situation is straight-forward or out of the ordinary.
Simply, we work with each client to develop, implement and maintain a relevant and comprehensive financial strategy, assisting clients to grow their wealth, meet lifestyle objectives and protect against risks.
- We can help you achieve your goals, no matter how big or small they may be
- We can assist you to become financially secure
- We can help you make smart decisions with your money
Our Core Values
We have three core values which form the basis for everything we do
Protecting your financial interests from potential conflicts of interest
No custody — An independent custodian holds our clients' investments and creates an independent, insurmountable barrier between our firm and our clients' portfolios.
Fee only — We charge a fee for managing our clients' portfolios; it is our only compensation. We do not earn commissions, transaction fees, or other promotional or distribution fees.
No proprietary products — Since we do not create or sell proprietary products, we are free to recommend only those that deliver the best long-term results for our clients.
Managing your financial affairs with a comprehensive approach
Extensive business experience — Our team members come to the firm from a variety of business backgrounds including public accounting, real estate management, capital formation, debt restructuring, and contract negotiation.
Multi-discipline — Our services extend beyond investment advisory services to include income tax and philanthropic planning and estate work.
Serving you with a long-standing team of professionals with rich business backgrounds
Coordinating with your other professionals — Accountants, Estate Attorneys, Tax Professionals, Insurance Agents and other professionals necessary to coordinate the best service and advice for our clients.
Long-time, stable team — Our team has worked together for almost 20 years.
Diverse business background — Our associates include a CERTIFIED FINANCIAL PLANNER and have experience in public accounting, real estate management, bank relations, and construction management.