A b o u t U s
An Independent Advisor !
What does it mean to you? The term “Independent Financial Advisor” (IFA) was coined to describe advisers working independently for their clients rather than representing a particular or specific insurance company, investment bank or financial institution, etc.A “Fiduciary”, the Independent Advisor, is held to the highest standards of client care – and is committed to always act in the “Best Interest” of his client.An Independent Financial Advisor is committed to provide unbiased solutions tailored to each individual client’ needs and circumstances.
A Fact. . .
is that we cannot care more about your Families and Employee’s well-being that you.
You should know what we believe and why-
So, ask us- ask us what kind of firm we are- ask – ask!
Here is a preview- We are an investment and asset protection organization that focuses on Holistic financial advice and planning.
Your investments and asset protection products are the same as any other’s advisor. We all have access to the same product provider, same mutual funds, stocks bonds, insurance products, etc.
What differentiates advisors is their experiences and understanding of your goals and desires. It’s our strategies and solutions that truly differentiates us from one-another.
What We believe, you asked?
- We believe in first clearly identifying and understanding your goals, desires, and aspirations
- We believe that managing risk and identifying risk tolerance is of paramount importance; perhaps as important as managing returns.
- We believe in you having flexibility and accessibility to your assets.
- We believe in education so you can make well informed decisions.
- We believe in implementing proven strategies that include diligent monitoring of market movements.
- We believe we should remain focused on:
- Asset Allocation,
- Diversification,
- Vigilant observation of cost and expenses and
- Methodical portfolio monitoring and rebalancing.