We don't ascribe to a standardized approach to financial management. When you work with an IPA financial professional, your goals, dreams and concerns are heard, analyzed, and assessed. Why do we take this consultative approach? Simple - to ensure that you are receiving the most efficient and integrated plan possible.
Our commitment to doing the right thing for our clients and community guides our actions every day. We hold ourselves to high ethical standards and feel privileged to help build long-term financial security for our clients and their loved ones.
The total amount of investment assets and cash value within life insurance policies.
The number of individuals, families, and businesses we work with.
The amount of death benefits our clients' beneficiaries would receive.
The amount of income replacement our clients would receive should they become sick, injured, or disabled.
*As of 7/2/2020- Client number footnote: Includes owners of in force life, disability income and long-term care insurance policies as well as all securities accounts. Assets Administered footnote: Represents in force cash values for life insurance and market values of all securities accounts. Market values of securities accounts are subject to significant changes due to market conditions. The values provided should not be used in making a determination on the quality of services provided by representatives of this agency.