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Why an Independence Firm?

In today's climate of fear, corruption and greed, we avoid the conflicts of interest that are inherent in Wall Street investment firms, insurance companies and banks. We provide NO proprietary products and, as a result, we can avoid most conflicts of interest that get in the way of providing independent, objective recommendations that are suitable for our clients.   This establishes a clear line between us and our competitors (wire houses, insurance companies and banks) whose captive advisors work within a framework in which they are directly compensated to "push" proprietary products.  Unfortunately, many brokers in these companies do what is more suitable for them, not their client.

In light of our passion for independent/objective advice we have aligned ourselves with numerous companies, always striving to offer the best service and products to maximize your financial goals. Simply put, this allow us to focus on what we do best:  Help the clients we serve attain their financial goals and fulfill their life dreams.