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Our Independence

As an independent firm, we represent our clients rather than any particular company. Our independence is vital to delivering objective, unbiased recommendations. Our objectivity also extends to the way we are compensated.

We are compensated through commissions from individual carriers that we select to help accomplish your goals.  Depending on the financial pathway(s) we develop together, we may also receive fees based on the portfolio we put in place to meet your needs.

We are in the advice business – we don’t just sell products, we provide a coaching relationship.