Overview

We are a team of independent financial advisors (CFPs / CPAs / JA / CLU) that provide outstanding client service to our individual, family and business clients. Our holistic practice offers comprehensive financial planning (retirement, divorce, estate, education), portfolio management (low-cost passive/tactical strategies utilizing mutual funds, ETFs, annuities, alternatives), and risk mitigation through insurance (life, LTD, LTC). Our business services offerings focus on 401(k), health, and welfare programs, emphasizing participant education and well-being.

We are seeking opportunities to grow utilizing our existing capacity to scale-up, and would consider synergistic alliances. We look forward to discussing your goals and objectives.

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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