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.