
HOW WE’RE DIFFERENT
WE’RE TRULY INDEPENDENT
- We’re not associated with any:
– Bank
– Credit Union
– Insurance Company
– Annuity Company
– Broker/Dealer
– Money Manager
– Mutual Fund Company
- As a truly independent Fiduciary, our client’s best interest is our sole priority.
WE’RE TRULY HOLISTIC
- Most so-called “financial advisors” focus almost exclusively on investments – because that’s how they’re paid.
As true retirement specialists, we incorporate each of the following critical areas:
– Investment Planning
– Retirement Income Planning
– Tax Planning
– Healthcare Planning
– Survivor, Estate, Legacy Planning
WE’RE TRULY FOCUSED
- Everything we do comes down to two main issues:
– Lifetime Income Stability
– Asset Preservation







“Not everything that can be counted counts, and not everything that counts can be counted.” —
Albert Einstein
Tax and Wealth Advisors | Comprehensive Retirement Planning | Conservative Investment Strategies