Broker Check

Independence

Both Doug and Steve committed to the independent business model early in their careers.

We have structured our company as an independent firm.  We have found this is the best way to give our clients unbiased advice—without the “conflicts of interest” inherent in being an employee of a company that creates and sells products and services.

Free from the influence of outside institutions, we are able to customize our advice to the needs of our clientele.  Not having conflicts of interest allows us to focus on what’s most important…you!