"So what is it you actually DO?"
We can work with clients on either a fee-basis or on a commission-basis – whatever your preference, or sometimes, that's determined by the kind of account that is the best fit for you.
(we do not charge hourly, subscription, or flat fees)
The kinds of accounts we can offer (probably not an exhaustive list!) include:
- Life insurance (both term & permanent)
- Long-term care insurance (both traditional & hybrid)
- Disability insurance
- Advisory (fee-based) investment accounts
- Traditional equities (stocks & ETF’s)
- Retail mutual funds
- Annuities (all types)
- Alternative / illiquid investments
- 529 College Savings Plans
- ESG-oriented investing
- IRA's & Roth IRA's