We appreciate that you are visiting our website. We hope you are provided the information necessary to help you with your questions and concerns. Our firm is a Branch Office of our Broker Dealer Financial Securities Corporation, or FSC. While FSC acts in a compliance and regulatory capacity, we are all independent representatives.
This independence, to us, is an important element to our practices, as this structure allows us an non-biased discovery and investment selection process. This objectivity is important, in that we strive to create a personalized plan that fits your specific financial, investment or insurance needs, without pressure from a corporate entity.
This independence, to us, is an important element to our practices, as this structure allows us an non-biased discovery and investment selection process. This objectivity is important, in that we strive to create a personalized plan that fits your specific financial, investment or insurance needs, without pressure from a corporate entity.
Services
We pride ourselves in offering products and services to help meet the wealth accumulation and asset protection needs of our clients. As part of the FSC Securities Corporation group of advisors, we are a firm that seeks to meet or exceed FSC Securities Corporation strict compliance standards. At our firm, we follow and adhere to a very strict code of ethics penned by our own representatives and support staff.
As Managing Partner of our group, Rob brings more than 30 years of business and personal experience as a licensed, Certified Financial Planner. Rob began his career in 1982 with one of the largest firms in the industry. In 1989, he branched off on his own as an independent financial advisor. His main objective is to provide clients with personalized, not commercialized, investment advice.
Obviously technology is re-creating how business is done in our industry. Now, when a prospective client engages us through our website, it is important they know we service our community as "real advisors." We are not some corporate entity with a web or transmission hub primarily established to look "local" to the searching public."
We've put together a library of information on important financial topics that we believe you'll find helpful. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends. Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product.
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