Due Diligence
Time horizon, risk tolerance, and asset allocation are among several factors that we will address to determine the suitability of investments we may recommend to you. Together we will create an investment portfolio that will help you meet your stated objectives.

Pricing
We recognize that one pricing structure is not suitable for all investors. Our open pricing structure will give you the option of investing in both no-load and load-waived mutual funds on a fee based platform*, as well as in mutual funds offered with a sales load without management fees.

Investment
We offer a wide array of mutual funds, fixed annuities, variable annuities, separately managed accounts, and strategic asset management accounts.

Independent
As an independent financial advisory firm, we have the ability to offer numerous products and services offered through many investment companies allowing us to tailor a plan unique to your situation.

* INVESTMENT ADVISORY MANAGEMENT OFFERED THROUGH:

• Absolute Capital,LLC

• Advanced Asset Management Advisors

• AssetMark

• Campbell Keller

• CLS Investments, LLC

• Goldman Sachs

• ICON Advisors, Inc.

• Ocean Park

• Premier Select (Ibbotson)

• Portfolio Strategy

• Russell Investment Management

• SEI Investments

MUTUAL FUNDS (FOR A COMPLETE LIST PLEASE CONTACT OUR OFFICE)

• AIM

• Alliance Bernstein

• American Funds

• Black Rock

• Calvert Funds

• Davis Funds

• Dreyfus

• Fidelity

• Franklin Templeton

• Hartford