Combining technology with expert planning experience, we create the perfect blend for you to achieve your goals. Rest easy and know that you're striving toward a better tomorrow from an informed today.
Do you sometimes wonder what your financial future or your family's future will look like? Do you wonder if your planning efforts or portfolio are optimal or on the right track? Maybe you just want a complimentary, comprehensive, review.
In a fast-paced, often frenzied world full of uncertainty, you can finally know that your dollars are working hard for you to create the present, the future, and the legacy that are important to you.
Use of Information
We limit the collection and use of non‐public personal information to the minimum we believe is necessary to deliver superior service to you. Services can include advising you about your account, services and other opportunities, maintaining your account with us, processing distribution and contribution transactions and administering our business.
What We Collect
We obtain most non‐public personal information directly from you or your agents whether in person, by telephone or electronically. We may obtain the following information:
•First name, last name
•Contact information including home address, email address, business address, telephone numbers such as home, office, cell.
We do not disclose any kind of non‐public personal information about our clients or former clients to anyone, except when we believe it necessary for the conduct of our business, or where disclosure is required by law. Except in those specific, limited situations, without your consent, we will not make any disclosures of non‐public personal information to other companies who may want to sell their products or services to you.
What We Do with The Information We Gather
We may contact you for future events and/or newsletter publications; Record keeping; Promotional seminars; To customize our website for better service to you; We may contact you for general account information and/or service.