We are a group of independent brokers and advisors who can virtually represent any company or type of investment. The fact that we are not captive allows us to have more companies and investment options to pull from. More companies and investment options allow us to make non-biased recommendations that fit our client’s needs more appropriately. Unfortunately so many of the seniors that come to us have the mindset that they only have three investment options: stocks, mutual funds and CDs. We are happy to educate people on the rule of 100 and the fact that there are 22 asset classes for us to choose from. It is rewarding to genuinely help people and share investment options that have a much lower risk exposure for them. We have no minimum or maximum wealth requirements and have enjoyed planning with people from all walks of life.
We make a commitment to you that we will not be pushy or rush you into decisions. As a matter of fact, we often sit with our clients three to four times before we shift any assets at all. The beautiful part about the time that we spend together is that it doesn’t have to be rushed. We typically allow for two hours per consultation and don’t charge for our time during these consultations. With several options on how we get paid, we can offer very reasonable planning. We have a reputation in the industry for developing and keeping long-term relationships with our clients.
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