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