FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.
We understand that every client's financial needs and goals are unique. That's why we offer a range of services tailored to meet the individual needs of our clients based on their values. Whether you're retired or approaching retirement, a small business owner, or anyone in between, we are dedicated to helping you identify, quantify, and achieve your lifestyle objectives.
We offer different levels of standard service packages based on the number of assets under management. According to those levels, you will have access to a range of services that are appropriate to your needs.
With over 200 clients, we have a wealth of "real-life" experiences to draw from, and we use this knowledge to help our clients make wise choices. We believe that "knowledge is learning from your experiences, wisdom is learning from the experiences of others".