Our goal is to help you preserve what is most important to you and your family. Through our strategic approach to asset allocation and investment planning, we develop strategies that seek to help you:

• Meet income needs over time
• Manage risk in line with your goals and time horizon
• Generate growth to outpace inflation

As independent advisors, we have access to a full array of non-proprietary financial products and services as we work with you to help ensure your assets are strategically allocated, diversified and managed. We seek to create investment strategies tailored to your needs that may include:

• Cash and money market funds
• Municipal, treasury and corporate bonds
• Domestic and international stocks
• Mutual funds
• Exchange Traded Funds (ETFs)

• Fixed and variable annuities
• Strategic Asset Management (SAM)
• Model Wealth Portfolios (MWP)
• Alternative investments*

* Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor's portfolio. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses.

* No strategy ensures a profit or protects against loss. Investing involves risk including possible loss of principal. Past performance is no guarantee of future results.