About Us
We are a group of independent financial service professionals who work with our clients to help them take control of their finances.
We are not captive to a specific company or provider, which gives us an advantage to focus on our client's needs and situations. We strive to provide suitable solutions to our clients based on their time horizon and risk tolerance.
Some of our USPs are:
- We do NOT charge fees for our advice or to manage your money
- We can show you how to turn your IRA/401k/403b into lifetime income
- If you are working with a financial planner or manager, they may not have a fiduciary responsibility to YOU first