What Makes Us Distinct From Other Financial Advisors

  • Prompt responses 24/7 to calls, text messages and e-mail inquiries and concerns.
  • Personalized communications and plans that reflects client's situation and expectation.
  • Year round tax planning, preparation and filing of returns, advocate if disputes with tax authorities arise.
  • Independent:  Neither compelled nor obligated to promote or sell any product/service.
  • Spotless compliance record.
  • Integration of Social Security with retirement assets to generate predictable income stream that will span your lifetime.
  • Embraces fiduciary responsibility.
  • ​Latest technology to facilitate transparency and real time view of financial profile.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck