I. Overall Wealth Plan Servicing
- We believe that your retirement plan should offer a diversified selection of investments and insurance products.
- We believe in “hands on” education for our clients all the way through to distribution planning stage.
- We believe that any and all fees associated with your wealth plan should be reasonable.
II. Client Support
- We will help you evaluate your current investment/insurance strategy.
- We will help you develop an overall strategy that is tailored to your financial goals.
- As independent advisors, we can offer a variety of non-proprietary investments and insurance products when constructing your wealth plan.
- We will work in alliance with your accountant, attorney, and other professionals.
III. Commitment to Client Education and Ongoing Service
- We have the following educational resources available, i.e. website, weekly market commentary, investor alerts.
- We will work with you on a regular basis or as needed to answer any questions and to help ensure your wealth plan is up to date.
- We specialize, with a strong focus on the distribution phase, for our clients that are within 10 years before or in retirement.
