We Keep It Fresh

Get New Options & Opportunities

Newer products, newer features & benefits. Many times it is more convenient to make changes to your financial products with someone who already knows your needs within an organized financial picture. Are your financial products up to date?

Insurances

Working with life insurance specialists often finds more opportunities and potentially more rewards. We can assist with estate, business succession, wealth transfer or other complicated planning situations. We can provide expert support and unbiased opinions and recommendations.

Investments

Products range from mutual funds to alternative investments to single stocks or ETFs… etc. If it’s listed on an exchange, we can likely provide it for you.

 

 

Management

We have access to a broad suite of investment opportunities. Our platform includes research, proposals, products, analysis, reporting and online access. These products are structured so that when you do better, we do better.

 

Independent

Being independent allows us to offer many products from many vendors. No sales quota/ no ‘preferred’ products. We have access to 100’s of products that are available through our Broker/ Dealer. These products can then be consolidated and viewed in a single report available through Account Access VISION 2020 OneView (see below). Very handy.

Fully Compliant

We use Woodbury Financial Services, Inc. as our Broker/Dealer. Today’s complex word requires sound practices- from know-thy-client and suitability to oversight to verify citizenship and to detect money-laundering. Woodbury provides us with this extensive back-office framework and oversight. 

Important Links & Other Info

Let me help you overshoot your goals in the right ways.