Our Process

As an independent advisory firm, we have no allegiance to any investment product or company. All investments are offered through Cambridge Investment Research, Inc. a Broker/Dealer and Federally Registered Investment Advisor.

We perform extensive research and are objective in product selection. Our goal is to always minimize your expenses and your taxes.

Our five-step process and our team of professionals deliver the expertise each unique situation requires with organization and discipline.

Upon completion of this initial process, each client is set on a path of routine, individually-tailored quarterly meetings whose agendas include reviewing all areas (i.e. estate planning) of your comprehensive plan no less than once every two years. 



Disclosure: Asset allocation and diversification strategies cannot ensure profit or guarantee against loss. Past performance does not guarantee future results.

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