Broker Check

Our Process

In the initial meetings, it is our job to find out what is important to you.

Our association with Western International Securities and their relationship with National Financial Services, LLC. A wholly-owned subsidiary of Fidelity gives us to access an extensive team of specialists. We then provide recommendations and work towards the implementation of a Financial plan tailor-made for you.

We should review your Financial plan at least annually, to make sure you are on track and that your goals are being met.