We believe that investment performance is not about avoiding risk, but rather it is about being appropriately compensated for the risk one takes.
In order to help ensure that each client's portfolio aligns with their investment goals and expectations we utilize Riskalyze cutting edge technology to identify their acceptable level of risk and reward. This helps our clients to remain invested during times of market volatility and to avoid the emotional temptation to buy high and sell low.
My affiliation with Cetera Advisor Networks LLC, one of the industry's leading independent broker-dealers and registered investment advisors, provides us with the support and resources necessary to help our clients navigate the financial markets. As an independent insurance firm, we work with many of the leading insurance carriers to provide our clients with a diverse portfolio of products and solutions. We are held to no sales quotas nor are we tied to selling any proprietary products. We have the freedom to recommend the financial solutions that best suit our clients' needs.
We provide assistance in the following areas: