We do full service Financial and Retirement Planning and are a truly Independent Firm that can sell all available products. We also offer a free 2 hour financial consultation to review your current holdings. This will give you an unbiased review so you know where you stand. We also discuss management fees and how through F Class eligible Funds you can write off your management expenses for eligible accounts. We also teach you how to use software to review your current holding to see how well you... Read more