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 Your Financial Plan (MoneyGuide Elite)

Before investing review:

These Important Disclosures

Data Needed:

Open New Account