Broker Check

Our Services


TRUST AND OBJECTIVE ADVICE

Your personal financial goals come first. We do not accept commissions or provide fee sharing to outside firms. We are objective with no sales quotas or sales people. Our staff is trained and compensated on the level of service they deliver to you.

CUSTOMIZED ASSET MANAGEMENT

No two clients are the same. Your personal financial goals, tax concerns, liquidly needs and personal faith and family values are molded into a customized balanced portfolio.

RESEARCH EXPERTISE

We continually research and asses the ever-changing global markets. We have real-time access to Bloomberg, the industry’s leading news and financial market.

RETIREMENT & CASH FLOW PLANNING

Whether you are retired, nearing retirement, or planning for the long-term, preparing for this phase of your life is vital in helping you maintain an optimal lifestyle. We work carefully with each client to analyze your existing assets, your goals and your expected time until retirement to build a customized retirement income plan.

ESTATE PLANNING SERVICES

Estate planning is more than having the proper estate planning documents. Our Attorney will work with you to create an estate plan that protects your wealth so that you and your family enjoy generations of security.

TAX PLANNING

Achieve seamless planning by working with our strategic CPA partner. We also work with our clients trusted tax advisor.

FEE STRUCTURE

Our fees are monthly fees based on the amount of assets managed. We do not charge commissions. Most of our clients see that our services represent a significant value and savings in many areas.