➢ Comprehensive financial advisory services with transparent quarterly fees

➢ Comprehensive financial advisory services with transparent quarterly fees

➢ Financial plans implemented with customized investment portfolios

➢ Quarterly performance reports

➢ Retirement account organization with strategies for saving and distribution

➢ Tax smart strategies: asset location, tax swaps, capital gain/loss management

➢ Strategic and Tactical Asset Allocation with rebalancing

➢ Active and Passive investment strategies

➢ Peer performance rankings of cost-effective fund managers

➢ Access to a broad universe of investment products

➢ Fiduciary responsibility to do what is in your best interest

➢ Focus on your long-term goals: not short-term events