Once you have developed your financial strategy, you need to use financial products to help you reach your goals. As an independent firm, we can work with a variety of product providers to help you implement strategies. We don’t own the companies we represent, and more importantly, they don’t own us. This allows us to choose the best company and product for your needs.
We believe that simple financial solutions you understand are typically better in achieving your long term goals. We offer term life insurance, mutual funds, variable annuities and 529 plans. Additionally we offer living trusts through a marketing partnership with Heritage Living Trust. Your advisor will work with you to help you identify products and services that best suit your needs and objectives.
As service levels and products change and evolve, our advisors are on your side to help you evaluate opportunities available in the marketplace and assess different products and opportunities.