Our philosophy is to provide services on a fee basis* rather than by commission, because we believe it is in your best interest to do so. A fee basis allows us to:
- Customize your investment portfolio as your objectives or the economic climate changes
- Provide simplified performance reporting, making it easy for you to monitor your account
- Support you with ongoing professional advice, timely information and updates on the world’s financial markets
- Manage your portfolio and make investment changes free of commission charges (nominal transaction fees may apply).
Our objective is to help you meet your financial goals. Each of our offerings helps to create an effective plan for pursuing the retirement lifestyle that you desire.
*Fee based asset management through LPL Financial, a registered investment advisor.
Learn more about Our Services.