Our Services
Financial guidance for your goals.
We offer advisory, brokerage, estate planning, and insurance-related services tailored to each client.
- Fee-Based Account Management We provide fee-based account management through our SEC-registered advisory firm Asset Planning Corporation. See our ADV Part 2A and Wrap Fee Brochure for more information.
- Brokerage Accounts & Investment Recommendations Brokerage accounts are offered through Cambridge Investment Research, with assets held at Pershing LLC. Recommendations are based on financial position, objectives, and risk tolerance.
- Insurance & Annuity Solutions We are independent and can evaluate insurance and annuity options from multiple providers. In some cases, life insurance, disability insurance, or annuities may be appropriate.
- Estate Planning Coordination We help clients consider how estate planning fits into their overall financial picture, including beneficiaries, account titles, and transfer planning.
Our recommendations are guided by suitability, transparency, and a commitment to helping clients make informed decisions.