In the financial services industry, independent financial advisors register with a Broker-Dealer and/or Registered Investment Advisor. These firms assist advisors with planning tools, technology, resources, and financial products to help pursue the needs of our clients. We chose to affiliate with USA Financial Securities, and have been working with them for almost our entire history.  

We'd love to share more about our personal search, partnership goals, and experience with USA Financial during your next meeting with us.

These legal professionals will help you create Wills and Trusts, establish Powers of Attorney, and assist in the creation or updating of legal documents that help you determine where your assets should go in various situations. 

These legal documents can impact your financial planning through legacy and beneficiary planning. 

Medical insurance planning before and after retirement impacts your financial planning dramatically, so having a dedicated health insurance agent to explain options and help you secure insurance plans is immensely important. 

Medicare planning is also key to your financial wellbeing, so partnering with a professional in this field can be vital for long term health. 

Life insurance is sometimes referred to as the cornerstone of your financial plan, especially during your working years. This tool can also be beneficial as a legacy planning tool while in retirement.  Part of our risk and protection planning conversation will include life insurance, which you'd acquire through a licensed life insurance agent. 

While we are equipped support your tax decisions in relation to tax statuses and strategies, we are not accountants. We do not do taxes for you and can not answer questions that should be directed to tax professionals, so we refer you to professional accountants in cases outside of our qualification levels.