Independence: What Ours Means for You
Our objectives are aligned with your best interests.
– Sound investment selection and advice
– Independent vendor selection
– A fully transparent fee structure
Experience: Specialized Designations That Benefit You
We’re committed to standards of investment fiduciary excellence.
– Accredited Investment Fiduciary® (AIF®)
– Chartered Retirement Plans SpecialistSM (CRPS®)
– CERTIFIED FINANCIAL PLANNER™ professional
– Chartered Financial Consultant® (ChFC®)
- Certified Plan Fiduciary Advisor (CPFA)