Our Clients
Our team is committed to delivering our clients the highest quality service possible. You deserve a professional client/financial advisor relationship where your needs come first and foremost beyond anything else.
Planning Your Financial Future Starts Today.
We believe planning is the most critical element to pursuing financial success. We operate under the philosophy that a well-developed, yet flexible financial plan is essential to providing an outstanding and relevant level of service to each and every client we serve.
Who We Serve
Our clients primarily consist of high-net-worth and retired income-seeking investors. However, we will always take family members and referrals from existing clients – no matter the size of the portfolio.
What to Expect
First, we will meet with clients to discuss their current plans and financial goals. Our team will present proposals for goals and outline investment opportunities in line with those goals. Once agreed upon, we will then apply the investment plan. Clients can expect an honest discussion and high-caliber professionalism and integrity when working with us.
Clients’ Package
We strive to provide our clients an investment portfolio incorporating three objectives: guaranteed income streams, the opportunity for growing income, and a balance of asset allocation assets that align with our clients’ goals.
Following the Roadmap
In order to maintain a long-term relationship with our clients, we incorporate:
- Periodic meetings
- Periodic performance reports with you
- Annual comprehensive reviews with you
- Access to in-person guest speakers
- Client appreciation events
Annuities are not insured by the FDIC or any other government agency. Taxes will be due upon withdrawal, and withdrawals prior to age 59 ½ are subject to a 10% penalty. Withdrawals prior to the end of the guaranteed period are subject to a surrender charge and market value adjustment. Guarantees are based on the claims-paying ability of the insurance company.
Asset allocation does not ensure a profit or protect against loss.