Why an Independent Firm?

As fiduciaries, we believe that it is our responsibility to be fiercely independent.  Have you ever wondered why your broker keeps trying to sell you the same product or solution time and time again despite the fact that you don't understand what value it has for you?  It may be because your current broker is "captive" and not "independent."

 

Take a minute to watch the videos to fully understand both the power of working with a fiduciary and a truly independent firm.