Products and Services
Our clients have access to a comprehensive range of investments and services including:
Individual Investments (includes, but not limited to): mutual funds, Exchange Traded Funds (ETF’s), stocks, bonds and annuities through LPL Financial.
We are an independent firm. Our investment or product selection is based solely on what is appropriate for our client's goals and objectives. Before any investment product is recommended, it is carefully scrutinized and evaluated by a highly experienced staff. Only those products that meet our high standards are finally approved.