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Investment Guidance

There are over 20,000 different mutual funds, stocks and bonds.  How do you choose the right ones for you? 

Beyond that, there are different types of accounts:  taxable, non-taxable, fixed annuities, variable annuities, index annuities, cash value life insurance.  Which product should you choose? 

Because we are an independent financial services firm, we research thousands of options available to you.  We do not focus exclusively on proprietary products.  Once our research is complete, we provide you with several options from which you can choose.  There is no one-size-fits-all approach to what we do.