Our Firm

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners.

We are an independent company that has chosen to offer securities through Parkland Securities, LLC.  Member FINRA/SIPC.  We offer investment advisory services through Sigma Planning Corporation, a registered investment advisor.

For life insurance, disability and long term care insurance we bring products to our clients from highly rated and extremely competitive insurance companies.  We have access to almost all the companies that are licensed in the states we do business.

Through our large network of affiliates our clients have access to the most proffessional plan designers, attorneys, actuaries and employee benefits specialists.  Our clients benefit by having multiple professionals sharing their ideas with us as we work on recommendations.

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