We are Series 65 Investment Advisor Representatives which carries the Fiduciary title and obligation. A Fiduciary has a legal obligation to propose plans, offer advice and place clients in products and funds only if it is in the client’s best interest to do so.

Working with a Fiduciary is of the utmost importance when deciding what to do with your IRA, 401K, 403B, and TSA.

The Fiduciary title and obligation that comes with the Series 65 Securities License holds us to a higher standard than the “suitability” requirement held by other professionals in the field of financial planning and insurance.

Schedule a no obligation consultation to discuss your plans and concerns.