Services

FLAT FEE
INVESTMENT ADVICE

 

The purpose of all investment is the greatest possible return for the lowest amount of risk. We simply help you build a portfolio that makes sense over time. Keeping costs down is a cornerstone to that.

QUALIFIED PLAN FIDUCIARY CONSULTING

 

No asset management fees. The greater your plan assets the more money you save and the smaller the percentage of cost that can be attributed to your investments or your investment advisor.

 

ANNUITY FEES AND COST ANALYSIS

You do not want to discover the limitations imposed on you by the issuing carrier at the time you need it most.  Our annuity cost analysis  will detail for you, in a customized report...