INVESTMENT ACCOUNTS
Based on the retirement plan that we build together, you may decide on an investment strategy that we manage for you. We manage these investments by utilizing institutional money managers through our alignment with NEXT Financial Group as our broker dealer and registered investment advisor. Our offering is best suited for those with a financial/retirement plan because investments are better suggested when goals are set and we have a sophisticated understanding of your financial goals.
Our fees associated with investment accounts are deducted directly from the accounts that we manage and are fully disclosed.
RISK MANAGEMENT
Based on our analysis of your situation, we may recommend life insurance and/or annuity products that would help fund a determined goal. Risk is part of life and we all face both seen and unforeseen events.
Risk Management products typically pay commissions to advisors. We fully disclose commissions we earn on any product sales. There is no legal requirement or regulation that requires this disclosure but we do so because it is fair and ethical to do so.