Our Pledge of Performance
As independent advisors, we are dedicated to you and are always committed to our clients’ best interests first. We do so by meeting our clients face-to-face and getting a personal understanding of what your current and future needs are. The more information we exchange with our clients, the more capable we are of providing unbiased and trustworthy advice. We represent a large variety of insurance and investment companies in order to match the product that best fits each client’s needs.
We are independent insurance brokers and therefore represent a majority of the largest insurance companies. Unlike captive agents, who work for one insurance company – we are able to offer a variety of insurance products from several different insurers. This allows us to find the product that best fits our clients’ unique and particular situations.
In addition, we are independent investment advisors – meaning that we work as fee-based only advisors. We do not make commissions on mutual fund transactions and stock transactions. Our model is simple – as your account grows, we grow. As Registered Investment Advisors, we have a fiduciary responsibility to act in our clients best interests. Charging a flat overall percent fee of the investments under our management allows us to simply do the best job for our clients by picking the best investment funds for their particular objective.