Client Services
» Fee-onlyadvice
(not conflicted by need to earn commissions)
» ETF (Exchange Traded Funds) portfolios for very low investor costs
» $8 trades/any
size in $1 million plus accounts
»Leading and
well known outside investment managerson offer at discounted
costs
»No commission,
no transaction fee mutual fundson offer from leading companies*
» Variable
annuitieswith 0.25% annual maintenance fees on offer with
mutual funds from leading companies**
» FREE-monthly
and yearly profit and loss statements
» FREE-24/7/365
on-line view of accounts
» FREE-24/7/365
service representatives on call
* Some funds may incur 12b-1 fees
** Low expense-ratios
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