Investments
We choose from thousands of mutual funds, exchange traded funds (ETFs), stocks and bonds for you. We are looking for good returns compared to stock and bond market, low annual expense ratios and good ratings from published investment firms. The investments are tailored to each Client for their age, risk preferences and total situation. The Client approves all investments in advance.
Fidelity Investments and LPL Financial are the custodians for most accounts.
No sales commissions
No Surrender Charges
No Lock Up Periods