Our Value Proposition

  • Exercising Fiduciary Duty to provide Objective advice as an Investment Advisor Representative
  • Customized Retirement Income Planning to align with your personal objectives and risk tolerance
  • Assistance with Setting Goals and Budgeting, with ongoing periodic review meetings
  • Social Security Options Analysis
  • Proactive Monitoring and Service across all of your accounts and policies
  • Ability to exercise Discretion, if desired, for timely reallocation of client accounts
  • Tax-Harvesting and Planning in coordination with your tax advisors
  • Daily Mutual Fund Tracking
  • Weekly Meetings and Conference Calls with leading investment analysts
  • Required Minimum Distribution (RMD) Withdrawal Strategies
  • Intergenerational Wealth Planning and Transfer
  • Risk Management Analysis: Life, Disability Income, and Long Term Care Consulting