Our recommendations frequently involve the placement of insurance or investment products in order to effectively implement our clients´ plans. We are insurance and mutual fund advisors who have an extensive range of strategies and products available. This means that we shop the market to ensure that we find the best financial instrument available for a particular need. It is important to note that it is not our intention to replace insurance or investments currently held by our clients. We include them as part of our overall review process to ensure that the holding of such financial assets is consistent with our clients´ objectives and risk tolerance. However, we will only recommend additional protection.
We are able to provide objective advice. Products are sought in the marketplace and all bids are disclosed to clients as documentation in support of our recommendations. We believe that this approach is in our clients´ best interest because we are able to maintain our objectivity. We base our recommendations upon our training, experience and knowledge of insurance and financial products available in the marketplace.