In conjunction with Osaic Wealth, we work with individuals, small business owners, and non-profit companies to tailor unique plans to meet their financial needs. We help our clients with financial planning, retirement planning, education planning, and long-term care and life insurance planning. We work with our clients in both commission accounts and investment advisory, fee-based accounts. We discuss with our new clients which type of account makes the most sense and is best for the client, and go from there.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
We use advisory accounts for most new clients, with a straight-forward fee schedule based on the value of all household advisory accounts. We believe in charging a fair and reasonable fee for our services.
Stocks & Bonds
College 529 Accounts
Profit Sharing Plans
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