Investments

By working through one of the largest independent broker dealers, we have the ability to look beyond just stocks and bonds and into the world of alternative investments, Unit Investment Trusts, ETFs, separately managed accounts, and more. We look for ways to reduce risk without compromising return through our a broad range of investments and strategies. By offering both a fee-based compensation structure and if-needed commission based structure, we can provide a personalized compensation structure that better aligns with your goals and preferences.

We have access to some of the top third-party money managers in the nation. Here are some the investments and accounts we can help you with:

Stocks Bonds Mutual Funds Annuities: Fixed, Indexed, Immediate, and Variable Life Insurance: Fixed, Indexed, Whole Life, and Variable Broker Certificate of Deposits (brokerage CDs) Government Agency Issued Bonds Market-Linked Certificate of Deposits (Market-Linked CDs) Tax-Free Municipal Bonds Trust Accounts UGMA Accounts Educational IRA 529 Plans College Savings Plans Third-Party Money Managers Asset Allocation and Portfolio Monitoring and Analysis

Guided Wealth Tax-Managed Portfolios Tax-Efficient Investing Comprehensive Financial Plans Asset Allocation and Portfolio Monitoring Business Advisory Services Personal Advisory Services Retirement and Income Strategies SEP Traditional IRA Roth IRA IRA Rollovers Self-directed IRAs 401(k) Rollovers 401(k) 403(b) and more

For those who do have accounts with us, we provide links to:

Client Portal with AP (Combines Albridge and AP/Pershing and More)

• View Performance on All Your Accounts (Albridge)   
• View Pershing Accounts (AP/Pershing)
  

View Your Financial Plan (MoneyGuide Pro)

Before investing review:

IAR Resume

APA Brochure

Customer Relationship Summary

AP Schedule of Fees Grid (Feb 2021)

Data Needed:

Open New Account

Video:

Zoom Video Meeting