We offer a broad range of products and services. We have partnered with pioneering service providers to complement our services to you and your family or employees. These partners aid us in serving you.
- We work with many local attorneys and CPA's or tax preparers. We want to coordinate with other professionals you may already work with or provide referrals if you need someone new.
- We custodian client assets on platforms offered through our broker/dealer. These custodians include Charles Schwab & Co., Inc., Pershing, and Axos Advisor Services.
- Clients may choose to engage with us in a comprehensive financial planning process. This includes a formal, written financial analysis covering all pertinent areas of the client’s situation.
- Investment analysis and recommendations are based on broker/dealer research and Morningstar data & reviews.
- We have also partnered with Ausdal Financial Partners for compliance, oversight, and access to other products and services. Headquartered in Davenport, Iowa, they also have an office in Downers Grove, Illinois.
- We are committed to regularly scheduled meetings (usually quarterly) to review and assess all aspects of your unique financial situation.
These products and services, combined with our service model–provide the excellence and attention you expect and deserve, long after the “sale”.