WHAT SETS US APART
The office advisors have over 40 years studying companies, investments, and market cycles. There is 20 years accreditation in the insurance industry as a Fraternal Insurance Counselor, 18 years as a Registered Financial Consultant, and 15 years as a CERTIFIED FINANCIAL PLANNER(tm). Our office listens to you, learns your goals and then analyzes your portfolio, your insurances, your position and makes recommendations to help meet your goals.
- Income Distributions Strategies
- Fee-Based Services for Objective Advice
- Tax Smart Retirement Income Planning
- Tactical Allocation
- Status and Performance Updates
- Monitored Financial Planning Achievement of your goals