We are a full service firm offering the following:
- All brokerage accounts types and a full line of investments including fee based professionally managed account options.
- Direct investments through multiple mutual fund and investment companies.
- Variable, fixed and indexed annuity options through multiple insurance carriers.
Do you know what you are invested in?
- Mutual Funds?
- Domestic or Foreign Holdings?
Do you know what the risk and reward of those investments are?
How far up or far down may your account values fluctuate? Does this fit your personal risk profile?
Do you know what the investment cost you?
Are there annual Fees:
- Internal Expenses?
- Other Charges?