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 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