There are lots of firms that handle investments, insurance and financial planning. I have worked hard to specialize my work to solve the issues concerning people approaching retirement and now in retirement. It's a great time for a review to ensure people don't run out of money when they should be enjoying it.
Our competitive investment fee structure ensures the client receives the lion's share of the return.
When appropriate, commissionable insurance products are used to solve complex problems. An eye toward the client's best interests are always observed and utilized.