Helping Investors Solve Financial & Legal Problems
Giving you the information needed to plan a course of action
Financial Advisor - Realtor - Tax Advisor - Estate Planning Attorney
Holistic analysis of the issues - No matter the problem we can help you find your answers
A business owner faces many challenges while running a business and planning for their future legacy.
How much money is enough to retire? The needle keeps moving and the issues continue to evolve for each person. Holistic analysis of where you are today, and how to get to your chosen destination.
How best to manage your investments, to achieve your financial and personal goals.
We are fee-based only. No Commissions. No offerings of any proprietary funds, and we do not accept any incentives to use any specific investment. We are at all times truly aligned with the interests and objectives of our investment clients.
There are more things to think about than meets the eye
Creating and updating your Living Trust Estate Plan
Most people never revisit their insurance policies to see which ones to stop paying on, and which if any to acquire for what they now need.
Is Real Estate an Asset you should have today. Can you leverage your real estate holdings and build your wealth.
Do you need supplemental health insurance to carry you through after retirement.
Add a footnote if this applies to your business
Where do you start when you are faced with ageing parents and the need to get involved in their life?
We provide you with proven strategies to address the issues you will face. Always with a mind to help meet un-forseen issues.
Because you voluntarily choose to employ us, we work for you providing professional recommendations and guidance based solely on your needs.
Our role is to provide our clients an array of solutions from which together we choose in accordance to their preferences.
First, we seek to understand!
Then we seek to be understood!
We have years of experience helping clients prepare for the challenges of today and tomorrow, addressing both financial and personal goals. Ask us about:
We integrate all wealth management disciplines into any and all discussions, thus providing clients a complete 360 degree view of their estate.
Investment and financial planning contain legal issues. A Living Trust or Will contain financial issues. Real estate contains financial and legal issues. Tax issues cover all disciplines. Same for Insurance. Young or old, we continually face a new set of problems at different stages of in our lives.
We know there are many choices available to you, and we work diligently to ensure your complete satisfaction and trust in us.
Call us today to discover if what we have to offer aligns with your vision for achieving success.
Securities and advisory services offered through FSC Securities Corporation (FSC), Member FINRA/SIPC. Additional advisory services offered through Southland Equity Partners, LLC. FSC is separateley owned and other entities and/or marketing names, products or services referenced here are independent of FSC. FSC does not provide legal, tax, or realty services. FINRA or SIPC
Representative may not be registered to provide securities and advisory services in all states.
The information contained in this site is for general tax guidance. The application and impact of tax laws can vary widely based on the specific facts involved. As such this site should not be used as a substitute for consultation with professional accounting, tax, legal or other competent advisers. Before making any decision or taking any action, you should consult with a qualified professional.
PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.