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.
