Independent Financial Advisors

As individuals, families, and businesses have had to evolve in this ever-changing world, so have the financial professionals who help them.

Wealth Management

Insurance Services

Annuities

Retirement Planning has a much different meaning than it did 50 years ago. People are living much longer today with advancements in medicine and knowledge of health.

Retirement Planning

Trust and Estate Planning

Social Security Planning

The ability for a business to offer a 401(k) plan is often seen as the benchmark of a large, successful company and they’re more affordable than most people think.

Company 401k Plan

Portfolio line of credit

Other financial planners may be limited to a particular family of funds or receive commissions for specific investment products. As a result, you end up getting “sold” investments instead of receiving unbiased advice.

Most independent advisors are NOT limited to any particular set of funds nor are we motivated to “sell” any investment products.

The biggest pitfall with other personal financial advisors is that they aren’t always focused on doing what is best for their clients.

As fiduciaries, independent financial advisors are held to the highest levels of customer care. We have a greater responsibility for ensuring that our clients are taken care of.

In order to be able to discuss a wide variety of investment options, independent financial advisors must meet rigorous educational and ethical standards and certifications.