$26MM AUM | $210,000 Rev in
To administer clear, concise, and sound advice built on a foundation of integrity and duty. Our goal is to transfer this advice to our clients with quantitative and qualitative analysis resulting in an attainable goal with realistic expectations. We believe that a long-lasting relationship is built on trust. This proactive approach to holistic financial planning will assist our clients’ in attaining these goals with logical timelines illuminating their pathway.
To provide comprehensive financial planning to individuals by explaining employee benefits, tax and estate implications, and the judicious way of wealth-building. To promote retirement planning to people of all ages. By educating today’s generation, we ensure a better generation for our children, one free from debt and poor financial decisions. And finally, to offer The BIG Elite™ Concierge Service. We will explore in greater detail this service later in the presentation.