There are so many financial advisors out there to choose from, what makes us different?

We offer both fee based and commission products because sometimes a commissioned base product may be more cost effective for a client who is planning to hold a position for a number of years along with the benefits of deferring taxes.The buzz word you hear being thrown around today is “fiduciary” as if it is something new. If a financial advisor is not acting in the best interest of their clients, then they shouldn’t be in the business. Everyone makes money including the no load funds and fee based financial planners, it is just a matter of who is more up front about what they are charging you and that is the person that should be earning your business.

If you would like to inquire about our personal approach that may cut your current advisory fees while potentially offering greater principal preservation we would love to hear from you.