Our Philosophy
As financial planning practitioners, our goal is to inspire and uplift our clients with the comprehensive range of services we offer. We provide professional financial planning services, not just limited stockbroking or sales. Our expertise in retirement planning helps our clients enjoy their golden years without financial worries. We are authorities in economic and financial matters, with numerous national and international awards to our name. We are frequently invited to speak for corporations and pre-retirement groups. We help our clients navigate complex tax rules and IRS regulations, ensuring they avoid penalties and taxes on their rollover and retirement distribution.
Our Core Principles
As a Professional Financial Planner Practitioner, we offer:
- More than just stockbroking or sales services. We specialize in Retirement Planning and cater to clients who are either retired or approaching retirement.
- Over 20 years of experience, making us an authority in economic & financial matters. We have received numerous national and international awards and believe in empowering our clients with knowledge.
- Ongoing tax planning services that include tax projections and determination of minimum IRA distributions. We have in-depth knowledge of tax rules and IRS regulations, which helps our clients avoid penalties and taxes on their rollover and retirement distribution.
- Completely independent and unbiased investment advice. We have access to over 3,000 Investment companies and represent over 10 Life Insurance Companies. We do not recommend any "In House" products.
- Periodic educational seminars exclusively for our clients, where we cover current Economic, Investment, and Tax issues.
- A periodic informative newsletter to our clients to keep them updated.
It’s not how much money you make, but how much money you keep, how hard it works for you and how many generations you keep it for