I am an independent financial advisor and insurance agent. This gives me the freedom and flexibility to shop around with several insurance companies to find the most cost-efficient and suitable insurance plans. This also doesn’t limit my investment options to a specific family of mutual funds or company’s annuities, but allows me to find the investment products and solutions that I believe are most appropriate for each individual situation.
Here is a list and brief description of my partners that assist me in my search to do what is in your best interest:
Senior Benefits Group Retirement Advisors has been helping seniors navigate the complex world of Medicare products for almost 20 years. Because we have relationships with just about every carrier and program, we don’t need to play favorites. Simply put, the best program for you is the best for us, which makes the need for premium education and un-biased guidance the best recipe for success. We are A+ rated with the Better Business Bureau.
CoreCap Investments, Inc., and CoreCap Advisors, Inc., are an affiliated broker-dealer (member FINRA/SIPC) and federally registered investment adviser, respectively. CCI clears through RBC Correspondent Services and CCA custodies client accounts at RBC and TD Ameritrade. CoreCap and its diverse and experienced staff have the knowledge, experience and capacity to explore a full range of investment alternatives for clients, and to do so in a timely and effective manner.
Navellier & Associates is a money management firm dedicated to finding the market’s best stocks. Navellier was founded in 1987 by growth analyst Louis Navellier. Navellier is an independent firm with a dedicated staff, including a seasoned portfolio management team. They’ve guided individual and institutional clients for 29 years with a disciplined, style-consistent investment approach designed to maximize returns while controlling excessive risk.