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Products & Services

How We Work

We work with new clients primarily on a referral basis. In our initial meeting, it is our goal to determine if we can add Value or Benefit to your unique situation. Upon determining if we are a good fit, we continue to ask questions and dive into your concerns. We present personalized solutions to your family or business needs.

We pride ourselves on being Independent Financial Advisors, which means we are not affiliated with a wirehouse or insurance company. We have No quotas, nor do we offer any proprietary products.

Our advice is focused and centered on You, our client !

Our Broker/Dealer IFG has relationships with some of the world's premiere financial companies that give clients access to a wide range of products to meet your financial needs.  Our product offerings include:

Mutual Funds
Fixed and Variable Annuities
Traditional Insurance
Variable Life Insurance
Managed Accounts
Real Estate Investment Trusts (REITs)
Tax Advantage Investments
CD's and Money Market Accounts