Broker Check

Qualifications

Expertise and Best Interest: We have the knowledge and skills to help design, monitor and implement complex financial strategies and the ability to provide solutions few can access unassisted. We are licensed as investment adviser representatives, i.e. financial advisors, and as registered representatives, i.e. brokers, and as insurance agents. We are subject to multiple regulatory and compliance environments.  As a practical matter, we apply the most restrictive Best Interest standard in all our work, which means putting the client's interests before our own.

Independence: We are not limited to the products or services of any financial institution or to a single way of doing business.  Independence gives us the ability to offer what we believe to be the the insurance and investment strategies that make most sense for the client.

Service . We return all communication within 24 hours. Most responses are within the hour for simple questions. No bots, no bureaucracy  

 

Quality people, straight talk, strong and consistent service