As Independent advisors, we are not tied to any particular family of funds or investment products. So, whether you need help with retirement planning, a tax situation, estate planning, or managing assets, as Independent advisors we have the freedom to choose from a wide range of investment options in order to tailor investment advice based on what’s in your best interest, not any particular company. Independent advisors charge a management fee based on assets managed. This fee structure is easy and transparent. When you succeed we succeed. We have a fiduciary duty to our clients, which means we have a fundamental obligation to provide investment advice that always acts in our clients’ best interests. And with over 25 years of experience providing financial and insurance planning to business owners, businesses, and families, you can be assured we value what you value most.