We manage money they way clients want it managed. We offer non-proprietary strategies, which are either fee-based, commission-based or both. During the conversation of possible strategies, we together weigh the pros and cons of what might be best for you.
Through our alignment with LPL Financial and Independent Advisor Alliance, we offer our clients strategies ranging from professionally managed money, mutual fund programs, fixed annuities, variable annuities and alternative investments. Depending on your situation, we may find during our planning process, that a combination of strategies may be appropriate for you.