The Independent Advisor

Financial advice is easy to come by, but finding sound advice from an independent advisor can be a difficult task. Not all of those who offer financial advice are independent.

The financial landscape is changing and now more than ever, we believe independence should be first on everyone’s list who is looking to establish a relationship with a financial professional.

What Is An Independent Firm?

Independent firms are owned by the principals of the firm, who are independent advisors. We are under no obligation to represent or use specific financial products or instruments produced by any firm. We can provide financial tools to our clients from a broad array of national resources.  By not being employees of a large "brand name" firm, we offer advice based on your needs with no inherent conflicts of interest. Advisors who are employed by some of the larger firms may be required to recommend products produced by their firm which may not always be the best fit for their clients.

Rigorous Due Diligence And Research

All of the financial resources, products, and tools we present to clients are thoroughly researched by our firm and our broker/dealer. In addition, we make sure our clients have a sound financial education and understand any recommendations we may make.

A Comprehensive Relationship And Structured Strategy

Independent firms are relationship oriented, not transaction driven. We emphasize service-focused consultations, not peddling products. We take the time to understand and evaluate your unique environment so that we may structure a plan to coincide with the company goals and objectives. Our plan designs are comprehensive, consisting of pension planning, employee benefits, buy/sell planning, and other options. We make sure each piece of your financial strategy is aligned with your objectives.

In Good Times And Not So Good Times

Life is not static and the single most important thing an independent financial firm provides is frequent client correspondence. In periods of economic prosperity and hardship, an independent advisor will always supply their clients with the time and resources necessary to meet their needs. Our availability does not waver during a challenging financial climate.

A Wealth Of Independent Relationships

Being an independent firm does not imply that we are a small operation. As a member of the Fusion Advisor Network, we have relationships with other independent firms across the nation. Through them, we also have a relationship with NFP Securities, Inc., one of the leading national independent broker dealers^*. Both of these organizations share a vision of integrity toward client interests which corresponds with our own which includes.              

·         Develop state-of-the-art technology for better account service

·         Provide independent research and due diligence

·         Offer education on appropriate practices and strategies for clients

·         Provide access to other professionals

We Are The Future

Independent financial advisory firms are the changing face of financial planning. If you are not already our client, now is the time to think about what you really need from your financial professional.

Independent Financial Checklist

·         Independent business owner who offers comprehensive advice with an open architecture approach

·         Free to choose from a broad spectrum of tools, resources, and products

·         Not obligated to proprietary products

·         Offers comprehensive advice not just product specific solutions

·         Recommends an integrated, structured financial strategy

·         Consistent monitoring of your strategy and your goals to make sure they remain aligned

·         Continuous communication to keep you informed

·         Relationship, not transaction oriented

·         Provides product research

·         Access to professionals across a wide range of financial areas

·         Believes in educating clients to appropriate options, not the expedient ones

·         A firm whose goals are aligned with yours

We Offer You

·         Retirement Planning

·         Financial Planning

·         Investment Management

·         Estate Planning

·         Insurance Planning

·         Wealth Management

·         Business Planning

We are proud to be a firm within the Fusion Advisor Network whose members are dispersed throughout the country. Our goal is to assist our clients in every aspect of their financial lives while providing them with the highly personal service they deserve.

Our team of experienced professionals is dedicated to a holistic approach to financial guidance. We truly care about making your financial goals a reality and will do everything we can to help keep you focused on achieving these goals.