Investment Planning, Education and Selection
We offer investments through Securities America, Inc (Member FINRA / SIPC), a full-service broker-dealer offering a comprehensive selection of specialized investment products including mutual funds, annuities, stocks, and other securities.
We also maintain the ability to offer fee-based investment advice by the hour for clients desiring an alternative to product recommendations (Request our Form ADV Part II disclosure for more specifics).
Products offered are selected on the basis of management's track record, past performance, timeliness, and structure. Meeting these criteria raises the probability of favorable outcomes for our investors.
Because the financial services environment has been and continues to be increasingly complex, we put ourselves at the forefront of innovative product selection and product application through our use of third-party unbiased research services.
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