Our Firm

Our Firm:

 

Our team of independent financial advisors help affluent investors, retirees, and pre-retirees to grow, manage and preserve their wealth and to find the most suitable investments and insurance products. As independent fee-based advisors, we take pride in offering an objective advisory relationship to our clients. We can help you focus on the total picture and your long term goals. We can help you find practical solutions to your financial planning issues and help consolidate and simplify your investments and your life. We can help you plan for retirement and potentially reduce taxes on investments, estate and social security income. We can help you find the most suitable, insured, tax-deferred, income or growth investments. We can also help you find the most suitable retirement plan for you or your business. Please call our office for more information or to receive our free newsletter. We are currently offering a complimentary financial plan and rewards for referring or becoming a new client. Please call our office for details.

  

* Complimentary Financial Plan: "If you fail to plan, you plan to fail".

 

The financial plan report is a comprehensive study that looks at all of all of your assets, liabilities, net-worth, insurance, estate, taxes, retirement, kids education costs, and all financial related topics. It then tells you if you are on track toward your goals or if you need to make adjustments. Some financial planning firms charge up to $3000, for financial plans. This offer is complimentary to our valued clients to help them stay on track toward their financial and retirement goals. The financial plan is available to non-clients for $895. Please call or email us  to request the financial plan questionnaire. The questionnaire is also available under downloads. Once you complete and return the financial plan questionnaire, we will prepare your financial plan and send it to you. You should update your financial plan every 3-5 years. This is our way of saying thank you for your business and referrals.

 

 * Get a $50 gift card whenever you refer a client to our office. 

 

As you may know, word of mouth from happy clients is the best form of advertising and growing any business. The majority of our new clients and business come from referrals. In fact we get more business from referrals than all other costly advertising methods combined! If you know of anyone who can benefit from our Investment and / or Insurance services and you refer them to us, we will send you $50 dinner gift card for each referral. Thank you for your business.

 

 

**Securities offered through SagePoint Financial, Inc. member FINRA/SIPC.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck