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

Tax and Wealth Advisors  |  Comprehensive Retirement Planning  |  Conservative Investment Strategies