We are a group of independent financial services professionals specializing in insurance, investments, and tax strategy planning. We are specialists in successful financial partnering with financial institutions, independent P&C firms and firms or institutions wishing to offer financial services to their clients. We offer a comprehensive list of products and services for both the individual and the business from over 167 companies. Having the freedom to independently evaluate all the investment, insurance and planning options available allows us to find the best solutions to fit your personal or business financial strategy. Our goal is to help each individual or business we work with achieve their full financial potential.
Keywords: investments, insurance, financial advisor, continuing education, life insurance, stocks, mutual funds, annuity, tax planning, business planning, 401k, IRA, Roth IRA, qualified plans, 403b, retirement, 529, college savings, real estate, self-directed IRA, wealth, rich, investment advisor, planning, savings, interest