Our Vison and Practice

We believe the primary focus should be your LIFE  and not your INVESTMENTS. The Planning we do leads to a portfolio that helps maximize your lifestyle along with your legacy !   Since our clients are mostly affluent (not rich) upper middle class professionals, they may not need fancy returns (and the risk and volatility that goes with it) to be successful. We have created income strategies that will allow you to have more of your money to do the things you enjoy, with more peace of mind about the future. 

We are  independent Financial Advisors ,supported by a team of 400 in our broker dealer's home office and have access to over 200 Institutional Money Managers, experts in various disciplines and pretty much every financial product you may need in Retirement. Our focus is YOU. It's not about the money. It's the only way to a satisfying relationship.

 

OUR BUSINESS IS HELPING CLIENTS TO HAVE MORE FUN IN RETIREMENT INSTEAD OF WORRYING ENDLESSLY ABOUT THE FUTURE !

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck