Most likely, you’re already working with a brokerage or bank. Problem is, their people have a natural bias – perhaps even added commissions – for recommending their own firms’ products. What’s more, they focus solely on market returns which may be excessive and thereby cause unnecessary anxiety.
As an independent firm, we have no proprietary interest. Rather we can offer virtually any financial instrument or insurance product in the marketplace today. Finally, the word “no” is not in our vocabulary because our staff is dedicated to making you a client of ours for life.